MCC
HPQ icon

Money Concepts Capital’s HP HPQ Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-3,120
Closed -$83.8K – 1573
2022
Q4 		$83.8K Buy
3,120
+817
+35% +$22.6K ﹤0.01% 1043
2022
Q3 		$57K Sell
2,303
-2,730
-54% -$83.8K ﹤0.01% 691
2022
Q2 		$160K Buy
5,033
+335
+7% +$12.3K 0.01% 458
2022
Q1 		$171K Buy
+4,698
New +$173K 0.01% 800

Other funds holding HPQ

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Money Concepts Capital's HPQ Position: Q1 2023 in Review

Money Concepts Capital sold out of HP (HPQ) in Q1 2023, closing a stake of 3,120 shares — an estimated $83.8K sold.

Money Concepts Capital first reported a position in HPQ in Q1 2022 and held it in 4 quarters. The position peaked at $171K in Q1 2022. 1,010 funds tracked by Wall St. Rank hold HPQ as of Q1 2023.

  • Money Concepts Capital reported no remaining HP position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 3,120 HP shares in Q1 2023, an estimated $83.8K.
  • Money Concepts Capital first reported a position in HP in Q1 2022 and held it in 4 quarters.
  • Money Concepts Capital's HP position peaked at $171K in Q1 2022.
  • 1,010 funds tracked by Wall St. Rank held HP as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.