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Summit Wealth Partners’s HP HPQ Stock Holding History

Summit Wealth Partners’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
-5,630
Closed -$202K – 216
2024
Q3 		$202K Buy
+5,630
New +$198K 0.04% 231
2022
Q2 		– Sell
-5,650
Closed -$205K – 173
2022
Q1 		$205K Hold
5,650
– – 0.05% 161
2021
Q4 		$213K Buy
+5,650
New +$185K 0.05% 151

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 Wealth Partners's HPQ Position: Q4 2024 in Review

Summit Wealth Partners sold out of HP (HPQ) in Q4 2024, closing a stake of 5,630 shares — an estimated $202K sold.

Summit Wealth Partners first reported a position in HPQ in Q4 2021 and held it in 3 quarters. The position peaked at $213K in Q4 2021. 1,177 funds tracked by Wall St. Rank hold HPQ as of Q4 2024.

  • Summit Wealth Partners reported no remaining HP position as of Q4 2024 after selling out during the quarter.
  • Summit Wealth Partners sold 5,630 HP shares in Q4 2024, an estimated $202K.
  • Summit Wealth Partners first reported a position in HP in Q4 2021 and held it in 3 quarters.
  • Summit Wealth Partners's HP position peaked at $213K in Q4 2021.
  • 1,177 funds tracked by Wall St. Rank held HP as of Q4 2024.

Based on Summit Wealth Partners's 13F filing for Q4 2024, filed 27 Jan 2025.