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Optimum Investment Advisors’s HP HPQ Stock Holding History

Optimum Investment 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
2023
Q4 		– Sell
-400
Closed -$10.3K – 685
2023
Q3 		$10.3K Hold
400
– – 0.01% 541
2023
Q2 		$12.3K Hold
400
– – 0.01% 535
2023
Q1 		$11.7K Sell
400
-439
-52% -$12.6K 0.01% 546
2022
Q4 		$22.5K Hold
839
– – 0.01% 472
2022
Q3 		$21K Sell
839
-140
-14% -$4.3K 0.01% 491
2022
Q2 		$32K Buy
979
+140
+17% +$5.14K 0.02% 459
2022
Q1 		$30K Hold
839
– – 0.01% 518
2021
Q4 		$32K Hold
839
– – 0.01% 538
2021
Q3 		$23K Sell
839
-100
-11% -$2.87K 0.01% 578
2021
Q2 		$28K Hold
939
– – 0.01% 608
2021
Q1 		$30K Sell
939
-70
-7% -$1.93K 0.01% 600
2020
Q4 		$25K Hold
1,009
– – 0.01% 594
2020
Q3 		$19K Sell
1,009
-107
-10% -$1.95K 0.01% 616
2020
Q2 		$19K Hold
1,116
– – 0.01% 609
2020
Q1 		$19K Sell
1,116
-575
-34% -$11.6K 0.01% 582
2019
Q4 		$35K Hold
1,691
– – 0.01% 579
2019
Q3 		$32K Hold
1,691
– – 0.01% 596
2019
Q2 		$35K Hold
1,691
– – 0.01% 578
2019
Q1 		$33K Hold
1,691
– – 0.01% 602
2018
Q4 		$35K Hold
1,691
– – 0.01% 531
2018
Q3 		$44K Hold
1,691
– – 0.01% 552
2018
Q2 		$38K Sell
1,691
-1,189
-41% -$26.5K 0.01% 587
2018
Q1 		$63K Buy
+2,880
New +$65K 0.02% 493
2015
Q1 		$87K Sell
6,100
-431
-7% -$7.11K 0.03% 403
2014
Q4 		$119K Sell
6,531
-427
-6% -$7.16K 0.04% 337
2014
Q3 		$114K Buy
6,958
+3,677
+112% +$59.6K 0.04% 332
2014
Q2 		$50K Hold
3,281
– – 0.02% 481
2014
Q1 		$48K Hold
3,281
– – 0.02% 406
2013
Q4 		$42K Sell
3,281
-143
-4% -$1.64K 0.02% 413
2013
Q3 		$33K Buy
+3,424
New +$37.8K 0.01% 427

Other funds holding HPQ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Optimum Investment Advisors's HPQ Position: Q4 2023 in Review

Optimum Investment Advisors sold out of HP (HPQ) in Q4 2023, closing a stake of 400 shares — an estimated $10.3K sold.

Optimum Investment Advisors first reported a position in HPQ in Q3 2013 and held it in 30 quarters. The position peaked at $119K in Q4 2014. 1,103 funds tracked by Wall St. Rank hold HPQ as of Q4 2023.

  • Optimum Investment Advisors reported no remaining HP position as of Q4 2023 after selling out during the quarter.
  • Optimum Investment Advisors sold 400 HP shares in Q4 2023, an estimated $10.3K.
  • Optimum Investment Advisors first reported a position in HP in Q3 2013 and held it in 30 quarters.
  • Optimum Investment Advisors's HP position peaked at $119K in Q4 2014.
  • 1,103 funds tracked by Wall St. Rank held HP as of Q4 2023.

Based on Optimum Investment Advisors's 13F filing for Q4 2023, filed 8 Jan 2024.