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River Wealth Advisors’s HP HPQ Stock Holding History

River Wealth 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
-6,926
Closed -$248K – 213
2024
Q3 		$248K Sell
6,926
-990
-13% -$34.9K 0.03% 192
2024
Q2 		$277K Buy
7,916
+50
+0.6% +$1.59K 0.04% 172
2024
Q1 		$238K Buy
+7,866
New +$231K 0.03% 186
2022
Q2 		– Sell
-6,686
Closed -$243K – 220
2022
Q1 		$243K Sell
6,686
-133
-2% -$4.91K 0.04% 205
2021
Q4 		$257K Buy
+6,819
New +$223K 0.04% 204
2021
Q3 		– Sell
-6,680
Closed -$202K – 218
2021
Q2 		$202K Buy
6,680
+164
+3% +$5.24K 0.04% 211
2021
Q1 		$207K Buy
+6,516
New +$180K 0.04% 205
2019
Q1 		– Sell
-7,074
Closed -$145K – 293
2018
Q4 		$145K Sell
7,074
-500
-7% -$11.7K 0.06% 167
2018
Q3 		$195K Buy
7,574
+103
+1% +$2.49K 0.07% 162
2018
Q2 		$170K Buy
+7,471
New +$167K 0.07% 170
2016
Q3 		– Sell
-11,563
Closed -$145K – 149
2016
Q2 		$145K Sell
11,563
-1,930
-14% -$24K 0.08% 149
2016
Q1 		$166K Sell
13,493
-8,848
-40% -$94.6K 0.1% 145
2015
Q4 		$265K Sell
22,341
-53,681
-71% -$687K 0.17% 134
2015
Q3 		$884K Buy
76,022
+3,942
+5% +$51.2K 0.61% 61
2015
Q2 		$982K Sell
72,080
-780
-1% -$11.6K 0.62% 61
2015
Q1 		$1.03M Buy
+72,860
New +$1.2M 0.64% 58

Other funds holding HPQ

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

River Wealth Advisors's HPQ Position: Q4 2024 in Review

River Wealth Advisors sold out of HP (HPQ) in Q4 2024, closing a stake of 6,926 shares — an estimated $248K sold.

River Wealth Advisors first reported a position in HPQ in Q1 2015 and held it in 16 quarters. The position peaked at $1.03M in Q1 2015. 1,178 funds tracked by Wall St. Rank hold HPQ as of Q4 2024.

  • River Wealth Advisors reported no remaining HP position as of Q4 2024 after selling out during the quarter.
  • River Wealth Advisors sold 6,926 HP shares in Q4 2024, an estimated $248K.
  • River Wealth Advisors first reported a position in HP in Q1 2015 and held it in 16 quarters.
  • River Wealth Advisors's HP position peaked at $1.03M in Q1 2015.
  • 1,178 funds tracked by Wall St. Rank held HP as of Q4 2024.

Based on River Wealth Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.