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Summit Financial Wealth Advisors’s HP HPQ Stock Holding History

Summit Financial 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
-8,582
Closed -$308K – 157
2024
Q3 		$308K Hold
8,582
– – 0.06% 117
2024
Q2 		$301K Buy
+8,582
New +$272K 0.06% 106

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

Summit Financial Wealth Advisors's HPQ Position: Q4 2024 in Review

Summit Financial Wealth Advisors sold out of HP (HPQ) in Q4 2024, closing a stake of 8,582 shares — an estimated $308K sold.

Summit Financial Wealth Advisors first reported a position in HPQ in Q2 2024 and held it in 2 quarters. The position peaked at $308K in Q3 2024. 1,177 funds tracked by Wall St. Rank hold HPQ as of Q4 2024.

  • Summit Financial Wealth Advisors reported no remaining HP position as of Q4 2024 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 8,582 HP shares in Q4 2024, an estimated $308K.
  • Summit Financial Wealth Advisors first reported a position in HP in Q2 2024 and held it in 2 quarters.
  • Summit Financial Wealth Advisors's HP position peaked at $308K in Q3 2024.
  • 1,177 funds tracked by Wall St. Rank held HP as of Q4 2024.

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