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Northwest Financial Advisors’s HP HPQ Stock Holding History

Northwest Financial Advisors’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
2024
Q4 		– Sell
-338
Closed -$12.1K – 291
2024
Q3 		$12.1K Buy
+338
New +$11.9K 0.01% 376
2024
Q1 		– Sell
-333
Closed -$10K – 267
2023
Q4 		$10K Buy
+333
New +$9.33K 0.01% 380

Other funds holding HPQ

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Northwest Financial Advisors's HPQ Position: Q4 2024 in Review

Northwest Financial Advisors sold out of HP (HPQ) in Q4 2024, closing a stake of 338 shares — an estimated $12.1K sold.

Northwest Financial Advisors first reported a position in HPQ in Q4 2023 and held it in 2 quarters. The position peaked at $12.1K in Q3 2024. 1,177 funds tracked by Wall St. Rank hold HPQ as of Q4 2024.

  • Northwest Financial Advisors reported no remaining HP position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 338 HP shares in Q4 2024, an estimated $12.1K.
  • Northwest Financial Advisors first reported a position in HP in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's HP position peaked at $12.1K in Q3 2024.
  • 1,177 funds tracked by Wall St. Rank held HP as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.