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Litman Gregory Wealth Management’s HP HPQ Stock Holding History

Litman Gregory Wealth Management’s Portfolio HPQ Stock Details HPQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-100
Closed -$3K – 114
2021
Q1 		$3K Hold
100
– – ﹤0.01% 175
2020
Q4 		$2K Hold
100
– – ﹤0.01% 181
2020
Q3 		$2K Buy
+100
New +$1.82K ﹤0.01% 193

Other funds holding HPQ

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Litman Gregory Wealth Management's HPQ Position: Q2 2021 in Review

Litman Gregory Wealth Management sold out of HP (HPQ) in Q2 2021, closing a stake of 100 shares — an estimated $3K sold.

Litman Gregory Wealth Management first reported a position in HPQ in Q3 2020 and held it in 3 quarters. The position peaked at $3K in Q1 2021. 994 funds tracked by Wall St. Rank hold HPQ as of Q2 2021.

  • Litman Gregory Wealth Management reported no remaining HP position as of Q2 2021 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 100 HP shares in Q2 2021, an estimated $3K.
  • Litman Gregory Wealth Management first reported a position in HP in Q3 2020 and held it in 3 quarters.
  • Litman Gregory Wealth Management's HP position peaked at $3K in Q1 2021.
  • 994 funds tracked by Wall St. Rank held HP as of Q2 2021.

Based on Litman Gregory Wealth Management's 13F filing for Q2 2021, filed 27 Jul 2021.