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Personal Capital Advisors’s HP HPQ Stock Holding History

Personal Capital 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
2022
Q4 		$302K Sell
11,240
-1,370
-11% -$37.9K ﹤0.01% 383
2022
Q3 		$314K Buy
12,610
+1,470
+13% +$45.1K ﹤0.01% 351
2022
Q2 		$365K Hold
11,140
– – ﹤0.01% 311
2022
Q1 		$404K Sell
11,140
-240
-2% -$8.86K ﹤0.01% 336
2021
Q4 		$429K Buy
11,380
+316
+3% +$10.3K ﹤0.01% 367
2021
Q3 		$303K Buy
11,064
+293
+3% +$8.42K ﹤0.01% 406
2021
Q2 		$325K Sell
10,771
-993
-8% -$31.7K ﹤0.01% 383
2021
Q1 		$374K Buy
11,764
+1,664
+16% +$45.9K ﹤0.01% 351
2020
Q4 		$248K Sell
10,100
-1,103
-10% -$23.2K ﹤0.01% 413
2020
Q3 		$213K Buy
+11,203
New +$204K ﹤0.01% 389
2019
Q4 		– Sell
-14,045
Closed -$265K – 404
2019
Q3 		$265K Buy
14,045
+2,798
+25% +$55K ﹤0.01% 309
2019
Q2 		$234K Buy
+11,247
New +$222K ﹤0.01% 295

Other funds holding HPQ

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
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
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
NEAM
New England Asset Management Farmington, Connecticut $863M AUM 17.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Personal Capital Advisors's HPQ Position: Q4 2022 in Review

Personal Capital Advisors reduced its HP (HPQ) stake by 11% in Q4 2022, selling an estimated $37.9K and leaving 11,240 shares worth $302K. The position accounts for ﹤0.01% of the portfolio, ranked #383.

Personal Capital Advisors first reported a position in HPQ in Q2 2019 and has held it in 12 quarters since. The position peaked at $429K in Q4 2021. 1,006 funds tracked by Wall St. Rank hold HPQ as of Q4 2022.

  • Personal Capital Advisors held 11,240 shares of HP worth $302K as of Q4 2022.
  • Personal Capital Advisors sold 1,370 HP shares in Q4 2022, an estimated $37.9K.
  • HP made up ﹤0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #383 holding.
  • Personal Capital Advisors first reported a position in HP in Q2 2019 and has held it in 12 quarters since.
  • Personal Capital Advisors's HP position peaked at $429K in Q4 2021.
  • 1,006 funds tracked by Wall St. Rank held HP as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.