Monterey Private Wealth’s HP HPQ Stock Holding History

Monterey Private Wealth’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
2022 Q2	–	Sell	-5,457	Closed	-$212K	–	110
2022 Q1	$212K	Buy	+5,457	New	+$202K	0.1%	116

Other funds holding HPQ

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

NEAM

New England Asset Management Farmington, Connecticut $786M AUM 13.14% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Monterey Private Wealth's HPQ Position: Q2 2022 in Review

Monterey Private Wealth sold out of HP (HPQ) in Q2 2022, closing a stake of 5,457 shares — an estimated $212K sold.

Monterey Private Wealth first reported a position in HPQ in Q1 2022 and held it in 1 quarter. The position peaked at $212K in Q1 2022. 1,090 funds tracked by Wall St. Rank hold HPQ as of Q2 2022.

Monterey Private Wealth reported no remaining HP position as of Q2 2022 after selling out during the quarter.
Monterey Private Wealth sold 5,457 HP shares in Q2 2022, an estimated $212K.
Monterey Private Wealth first reported a position in HP in Q1 2022 and held it in 1 quarter.
Monterey Private Wealth's HP position peaked at $212K in Q1 2022.
1,090 funds tracked by Wall St. Rank held HP as of Q2 2022.

Based on Monterey Private Wealth's 13F filing for Q2 2022, filed 13 Jul 2022.