Peak Financial Advisors’s HP HPQ Stock Holding History

Peak 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	-85,556	Closed	-$3.07M	–	79
2024 Q3	$3.07M	Buy	+85,556	New	+$3.01M	1.58%	25

Other funds holding HPQ

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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Peak Financial Advisors sold out of HP (HPQ) in Q4 2024, closing a stake of 85,556 shares — an estimated $3.07M sold.

Peak Financial Advisors first reported a position in HPQ in Q3 2024 and held it in 1 quarter. The position peaked at $3.07M in Q3 2024. 1,177 funds tracked by Wall St. Rank hold HPQ as of Q4 2024.

Peak Financial Advisors reported no remaining HP position as of Q4 2024 after selling out during the quarter.
Peak Financial Advisors sold 85,556 HP shares in Q4 2024, an estimated $3.07M.
Peak Financial Advisors first reported a position in HP in Q3 2024 and held it in 1 quarter.
Peak Financial Advisors's HP position peaked at $3.07M in Q3 2024.
1,177 funds tracked by Wall St. Rank held HP as of Q4 2024.

Based on Peak Financial Advisors's 13F filing for Q4 2024, filed 14 Jan 2025.