Summit Wealth & Retirement Planning’s HP HPQ Stock Holding History

Summit Wealth & Retirement 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 Q2	–	Sell	-24,800	Closed	-$787K	–	90
2021 Q1	$787K	Hold	24,800	–	–	0.29%	53
2020 Q4	$610K	Hold	24,800	–	–	0.23%	72
2020 Q3	$471K	Hold	24,800	–	–	0.2%	75
2020 Q2	$432K	Sell	24,800 -846	-3%	-$13.4K	0.2%	78
2020 Q1	$445K	Sell	25,646 -144	-0.6%	-$2.91K	0.24%	74
2019 Q4	$530K	Sell	25,790 -144	-0.6%	-$2.73K	0.24%	79
2019 Q3	$491K	Hold	25,934	–	–	0.3%	72
2019 Q2	$539K	Hold	25,934	–	–	0.32%	71
2019 Q1	$504K	Buy	25,934 +288	+1%	+$6.1K	0.3%	78
2018 Q4	$525K	Buy	+25,646	New	+$598K	0.4%	60

Other funds holding HPQ

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

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

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

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

Summit Wealth & Retirement Planning's HPQ Position: Q2 2021 in Review

Summit Wealth & Retirement Planning sold out of HP (HPQ) in Q2 2021, closing a stake of 24,800 shares — an estimated $787K sold.

Summit Wealth & Retirement Planning first reported a position in HPQ in Q4 2018 and held it in 10 quarters. The position peaked at $787K in Q1 2021. 994 funds tracked by Wall St. Rank hold HPQ as of Q2 2021.

Summit Wealth & Retirement Planning reported no remaining HP position as of Q2 2021 after selling out during the quarter.
Summit Wealth & Retirement Planning sold 24,800 HP shares in Q2 2021, an estimated $787K.
Summit Wealth & Retirement Planning first reported a position in HP in Q4 2018 and held it in 10 quarters.
Summit Wealth & Retirement Planning's HP position peaked at $787K in Q1 2021.
994 funds tracked by Wall St. Rank held HP as of Q2 2021.

Based on Summit Wealth & Retirement Planning's 13F filing for Q2 2021, filed 13 Aug 2021.