Sterling Financial Planning’s HP HPQ Stock Holding History

Sterling Financial Planning’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
2021 Q4	–	Sell	-642	Closed	-$18K	–	225
2021 Q3	$18K	Buy	+642	New	+$18.4K	0.01%	271

Other funds holding HPQ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Sterling Financial Planning's HPQ Position: Q4 2021 in Review

Sterling Financial Planning sold out of HP (HPQ) in Q4 2021, closing a stake of 642 shares — an estimated $18K sold.

Sterling Financial Planning first reported a position in HPQ in Q3 2021 and held it in 1 quarter. The position peaked at $18K in Q3 2021. 1,125 funds tracked by Wall St. Rank hold HPQ as of Q4 2021.

Sterling Financial Planning reported no remaining HP position as of Q4 2021 after selling out during the quarter.
Sterling Financial Planning sold 642 HP shares in Q4 2021, an estimated $18K.
Sterling Financial Planning first reported a position in HP in Q3 2021 and held it in 1 quarter.
Sterling Financial Planning's HP position peaked at $18K in Q3 2021.
1,125 funds tracked by Wall St. Rank held HP as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.