TWM
HPQ icon

Tradition Wealth Management’s HP HPQ Stock Holding History

Tradition 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
2024
Q1 		– Sell
-1,367
Closed -$41K – 743
2023
Q4 		$41K Sell
1,367
-116
-8% -$3.25K ﹤0.01% 676
2023
Q3 		$38K Buy
1,483
+5
+0.3% +$153 ﹤0.01% 674
2023
Q2 		$45K Sell
1,478
-146
-9% -$4.38K 0.01% 654
2023
Q1 		$48K Sell
1,624
-12
-0.7% -$344 0.01% 615
2022
Q4 		$44K Buy
1,636
+64
+4% +$1.77K 0.01% 565
2022
Q3 		$39K Buy
1,572
+849
+117% +$26.1K 0.01% 578
2022
Q2 		$24K Buy
723
+150
+26% +$5.51K ﹤0.01% 610
2022
Q1 		$21K Sell
573
-25
-4% -$923 ﹤0.01% 699
2021
Q4 		$23K Buy
598
+26
+5% +$850 ﹤0.01% 695
2021
Q3 		$16K Hold
572
– – ﹤0.01% 779
2021
Q2 		$17K Buy
572
+1
+0.2% +$32 ﹤0.01% 800
2021
Q1 		$18K Sell
571
-100
-15% -$2.76K ﹤0.01% 652
2020
Q4 		$16K Buy
+671
New +$14.1K ﹤0.01% 634

Other funds holding HPQ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Tradition Wealth Management's HPQ Position: Q1 2024 in Review

Tradition Wealth Management sold out of HP (HPQ) in Q1 2024, closing a stake of 1,367 shares — an estimated $41K sold.

Tradition Wealth Management first reported a position in HPQ in Q4 2020 and held it in 13 quarters. The position peaked at $48K in Q1 2023. 1,089 funds tracked by Wall St. Rank hold HPQ as of Q1 2024.

  • Tradition Wealth Management reported no remaining HP position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 1,367 HP shares in Q1 2024, an estimated $41K.
  • Tradition Wealth Management first reported a position in HP in Q4 2020 and held it in 13 quarters.
  • Tradition Wealth Management's HP position peaked at $48K in Q1 2023.
  • 1,089 funds tracked by Wall St. Rank held HP as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.