Summit Wealth Group’s HP HPQ Stock Holding History

Summit Wealth Group’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
2023 Q2	–	Sell	-34,721	Closed	-$1K	–	158
2023 Q1	$1K	Buy	+34,721	New	+$997K	0.02%	121
2021 Q3	–	Sell	-150	Closed	-$5K	–	127
2021 Q2	$5K	Hold	150	–	–	0.01%	132
2021 Q1	$5K	Buy	+150	New	+$4.14K	0.01%	123

Other funds holding HPQ

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Summit Wealth Group's HPQ Position: Q2 2023 in Review

Summit Wealth Group sold out of HP (HPQ) in Q2 2023, closing a stake of 34,721 shares — an estimated $1K sold.

Summit Wealth Group first reported a position in HPQ in Q1 2021 and held it in 3 quarters. The position peaked at $5K in Q2 2021. 1,034 funds tracked by Wall St. Rank hold HPQ as of Q2 2023.

Summit Wealth Group reported no remaining HP position as of Q2 2023 after selling out during the quarter.
Summit Wealth Group sold 34,721 HP shares in Q2 2023, an estimated $1K.
Summit Wealth Group first reported a position in HP in Q1 2021 and held it in 3 quarters.
Summit Wealth Group's HP position peaked at $5K in Q2 2021.
1,034 funds tracked by Wall St. Rank held HP as of Q2 2023.

Based on Summit Wealth Group's 13F filing for Q2 2023, filed 26 Jul 2023.