TWM
HPQ icon

Thrive Wealth Management’s HP HPQ Stock Holding History

Thrive Wealth Management’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
2022
Q4 		– Sell
-9,807
Closed -$244K – 166
2022
Q3 		$244K Buy
9,807
+898
+10% +$27.6K 0.09% 126
2022
Q2 		$292K Sell
8,909
-3,042
-25% -$112K 0.1% 124
2022
Q1 		$434K Sell
11,951
-1,444
-11% -$53.3K 0.13% 97
2021
Q4 		$505K Buy
+13,395
New +$438K 0.17% 71

Other funds holding HPQ

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
NEAM
New England Asset Management Farmington, Connecticut $786M AUM 13.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Thrive Wealth Management's HPQ Position: Q4 2022 in Review

Thrive Wealth Management sold out of HP (HPQ) in Q4 2022, closing a stake of 9,807 shares — an estimated $244K sold.

Thrive Wealth Management first reported a position in HPQ in Q4 2021 and held it in 4 quarters. The position peaked at $505K in Q4 2021. 1,007 funds tracked by Wall St. Rank hold HPQ as of Q4 2022.

  • Thrive Wealth Management reported no remaining HP position as of Q4 2022 after selling out during the quarter.
  • Thrive Wealth Management sold 9,807 HP shares in Q4 2022, an estimated $244K.
  • Thrive Wealth Management first reported a position in HP in Q4 2021 and held it in 4 quarters.
  • Thrive Wealth Management's HP position peaked at $505K in Q4 2021.
  • 1,007 funds tracked by Wall St. Rank held HP as of Q4 2022.

Based on Thrive Wealth Management's 13F filing for Q4 2022, filed 25 Jan 2023.