Phoenix Financial’s HP HPQ Stock Holding History

Phoenix Financial’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 Q2	–	Sell	-31,703	Closed	-$955K	–	392
2024 Q1	$955K	Sell	31,703 -31,632	-50%	-$931K	0.01%	228
2023 Q4	$1.91M	Buy	+63,335	New	+$1.77M	0.03%	194

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Phoenix Financial's HPQ Position: Q2 2024 in Review

Phoenix Financial sold out of HP (HPQ) in Q2 2024, closing a stake of 31,703 shares — an estimated $955K sold.

Phoenix Financial first reported a position in HPQ in Q4 2023 and held it in 2 quarters. The position peaked at $1.91M in Q4 2023. 1,158 funds tracked by Wall St. Rank hold HPQ as of Q2 2024.

Phoenix Financial reported no remaining HP position as of Q2 2024 after selling out during the quarter.
Phoenix Financial sold 31,703 HP shares in Q2 2024, an estimated $955K.
Phoenix Financial first reported a position in HP in Q4 2023 and held it in 2 quarters.
Phoenix Financial's HP position peaked at $1.91M in Q4 2023.
1,158 funds tracked by Wall St. Rank held HP as of Q2 2024.

Based on Phoenix Financial's 13F filing for Q2 2024, filed 12 Aug 2024.