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Prospera Financial Services’s HP HPQ Stock Holding History

Prospera Financial Services’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
Q3 		– Sell
-70,812
Closed -$2.32M – 1174
2022
Q2 		$2.32M Sell
70,812
-1,573
-2% -$57.7K 0.12% 216
2022
Q1 		$2.63M Buy
+72,385
New +$2.67M 0.11% 223
2020
Q4 		– Sell
-89
Closed -$2K – 1059
2020
Q3 		$2K Buy
+89
New +$1.62K ﹤0.01% 1460
2015
Q3 		– Sell
-20,038
Closed -$273K – 311
2015
Q2 		$273K Sell
20,038
-1,062
-5% -$15.8K 0.07% 214
2015
Q1 		$285K Sell
21,100
-185
-0.9% -$3.05K 0.06% 223
2014
Q4 		$388K Buy
21,285
+2,017
+10% +$33.8K 0.1% 171
2014
Q3 		$310K Buy
19,268
+661
+4% +$10.7K 0.08% 198
2014
Q2 		$285K Hold
18,607
– – 0.08% 199
2014
Q1 		$273K Buy
+18,607
New +$250K 0.09% 181

Other funds holding HPQ

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
NEAM
New England Asset Management Farmington, Connecticut $786M AUM 13.14% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Prospera Financial Services's HPQ Position: Q3 2022 in Review

Prospera Financial Services sold out of HP (HPQ) in Q3 2022, closing a stake of 70,812 shares — an estimated $2.32M sold.

Prospera Financial Services first reported a position in HPQ in Q1 2014 and held it in 9 quarters. The position peaked at $2.63M in Q1 2022. 993 funds tracked by Wall St. Rank hold HPQ as of Q3 2022.

  • Prospera Financial Services reported no remaining HP position as of Q3 2022 after selling out during the quarter.
  • Prospera Financial Services sold 70,812 HP shares in Q3 2022, an estimated $2.32M.
  • Prospera Financial Services first reported a position in HP in Q1 2014 and held it in 9 quarters.
  • Prospera Financial Services's HP position peaked at $2.63M in Q1 2022.
  • 993 funds tracked by Wall St. Rank held HP as of Q3 2022.

Based on Prospera Financial Services's 13F filing for Q3 2022, filed 27 Oct 2022.