Simplicity Wealth’s HP HPQ Stock Holding History

Simplicity Wealth’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 Q3	–	Sell	-18,656	Closed	-$653K	–	799
2024 Q2	$653K	Buy	18,656 +412	+2%	+$13.1K	0.01%	651
2024 Q1	$551K	Buy	+18,244	New	+$537K	0.01%	697

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

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

Simplicity Wealth's HPQ Position: Q3 2024 in Review

Simplicity Wealth sold out of HP (HPQ) in Q3 2024, closing a stake of 18,656 shares — an estimated $653K sold.

Simplicity Wealth first reported a position in HPQ in Q1 2024 and held it in 2 quarters. The position peaked at $653K in Q2 2024. 1,162 funds tracked by Wall St. Rank hold HPQ as of Q3 2024.

Simplicity Wealth reported no remaining HP position as of Q3 2024 after selling out during the quarter.
Simplicity Wealth sold 18,656 HP shares in Q3 2024, an estimated $653K.
Simplicity Wealth first reported a position in HP in Q1 2024 and held it in 2 quarters.
Simplicity Wealth's HP position peaked at $653K in Q2 2024.
1,162 funds tracked by Wall St. Rank held HP as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.