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Sutton Wealth Advisors’s HP HPQ Stock Holding History

Sutton 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
2023
Q3 		$9.74K Sell
379
-400
-51% -$12.3K ﹤0.01% 476
2023
Q2 		$23.9K Hold
779
– – 0.01% 328
2023
Q1 		$22.9K Sell
779
-12
-2% -$344 0.01% 293
2022
Q4 		$21.3K Sell
791
-301
-28% -$8.33K 0.01% 676
2022
Q3 		$27.2K Buy
1,092
+239
+28% +$7.34K 0.01% 556
2022
Q2 		$28K Buy
853
+15
+2% +$551 0.01% 553
2022
Q1 		$30.4K Buy
838
+30
+4% +$1.11K 0.01% 571
2021
Q4 		$30.4K Hold
808
– – 0.01% 575
2021
Q3 		$22.1K Buy
808
+13
+2% +$374 0.01% 660
2021
Q2 		$24K Hold
795
– – 0.01% 650
2021
Q1 		$25.2K Buy
795
+16
+2% +$442 0.01% 602
2020
Q4 		$19.2K Buy
779
+60
+8% +$1.26K 0.01% 628
2020
Q3 		$13.7K Hold
719
– – 0.01% 653
2020
Q2 		$12.5K Sell
719
-54
-7% -$858 0.01% 650
2020
Q1 		$13.4K Buy
773
+66
+9% +$1.34K 0.01% 579
2019
Q4 		$14.5K Sell
707
-105
-13% -$1.99K 0.01% 719
2019
Q3 		$15.4K Sell
812
-31
-4% -$609 0.01% 669
2019
Q2 		$17.5K Buy
843
+96
+13% +$1.9K 0.01% 623
2019
Q1 		$14.5K Buy
747
+40
+6% +$848 0.01% 679
2018
Q4 		$14.5K Hold
707
– – 0.01% 632
2018
Q3 		$18.2K Hold
707
– – 0.01% 625
2018
Q2 		$16K Hold
707
– – 0.01% 674
2018
Q1 		$15.5K Buy
707
+400
+130% +$9.03K 0.01% 667
2017
Q4 		$6.45K Hold
307
– – ﹤0.01% 853
2017
Q3 		$6.13K Hold
307
– – ﹤0.01% 849
2017
Q2 		$5.37K Buy
307
+67
+28% +$1.23K ﹤0.01% 864
2017
Q1 		$4.29K Hold
240
– – ﹤0.01% 870
2016
Q4 		$3.56K Hold
240
– – ﹤0.01% 879
2016
Q3 		$3.73K Hold
240
– – ﹤0.01% 871
2016
Q2 		$3.01K Hold
240
– – ﹤0.01% 859
2016
Q1 		$2.96K Buy
+240
New +$2.57K ﹤0.01% 846

Other funds holding HPQ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sutton Wealth Advisors's HPQ Position: Q3 2023 in Review

Sutton Wealth Advisors reduced its HP (HPQ) stake by 51% in Q3 2023, selling an estimated $12.3K and leaving 379 shares worth $9.74K. The position accounts for ﹤0.01% of the portfolio, ranked #476.

Sutton Wealth Advisors first reported a position in HPQ in Q1 2016 and has held it in 31 quarters since. The position peaked at $30.4K in Q4 2021. 1,007 funds tracked by Wall St. Rank hold HPQ as of Q3 2023.

  • Sutton Wealth Advisors held 379 shares of HP worth $9.74K as of Q3 2023.
  • Sutton Wealth Advisors sold 400 HP shares in Q3 2023, an estimated $12.3K.
  • HP made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #476 holding.
  • Sutton Wealth Advisors first reported a position in HP in Q1 2016 and has held it in 31 quarters since.
  • Sutton Wealth Advisors's HP position peaked at $30.4K in Q4 2021.
  • 1,007 funds tracked by Wall St. Rank held HP as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.