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NFSG
Newbridge Financial Services Group’s
HP
HPQ
Stock Holding History
Newbridge Financial Services Group’s Portfolio
HPQ Stock Details
HPQ Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q4
–
Sell
-327
Closed
-$8.39K
–
1242
2023
Q3
$8.39K
Sell
327
-148
-31%
-$4.54K
﹤0.01%
855
2023
Q2
$14.6K
Buy
475
+4
+0.8%
+$120
0.01%
791
2023
Q1
$13.8K
Buy
471
+5
+1%
+$144
0.01%
836
2022
Q4
$12.5K
Sell
466
-293
-39%
-$8.11K
0.01%
858
2022
Q3
$19K
Buy
759
+213
+39%
+$6.54K
0.01%
707
2022
Q2
$18K
Buy
546
+236
+76%
+$8.66K
0.01%
685
2022
Q1
$11K
Sell
310
-98
-24%
-$3.62K
0.01%
914
2021
Q4
$15K
Buy
408
+102
+33%
+$3.34K
0.01%
806
2021
Q3
$8K
Buy
306
+2
+0.7%
+$57
0.01%
928
2021
Q2
$9K
Buy
304
+2
+0.7%
+$64
0.01%
1010
2021
Q1
$10K
Buy
302
+2
+0.7%
+$55
0.01%
896
2020
Q4
$7K
Buy
+300
New
+$6.3K
0.01%
788
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1-Year Est. Return
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$5.72T AUM
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1-Year Est. Return
State Street
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$2.9T AUM
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1-Year Est. Return
Dodge & Cox
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$182B AUM
14.68%
1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
Berkshire Hathaway
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$263B AUM
16.68%
1-Year Est. Return
Primecap Management
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$127B AUM
44.11%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
LSV Asset Management
Chicago, Illinois
$46.4B AUM
27.74%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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