Traverso Chambers Private Wealth Management’s HP HPQ Stock Holding History

Traverso Chambers Private 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
2023 Q4	$273K	Hold	9,084	–	–	0.07%	107
2023 Q3	$233K	Hold	9,084	–	–	0.06%	103
2023 Q2	$279K	Hold	9,084	–	–	0.07%	96
2023 Q1	$267K	Hold	9,084	–	–	0.07%	98
2022 Q4	$244K	Hold	9,084	–	–	0.07%	99
2022 Q3	$226K	Hold	9,084	–	–	0.07%	103
2022 Q2	$298K	Sell	9,084 -100	-1%	-$3.67K	0.1%	86
2022 Q1	$333K	Hold	9,184	–	–	0.1%	90
2021 Q4	$346K	Hold	9,184	–	–	0.1%	92
2021 Q3	$251K	Hold	9,184	–	–	0.08%	102
2021 Q2	$277K	Sell	9,184 -282	-3%	-$9.01K	0.09%	97
2021 Q1	$301K	Hold	9,466	–	–	0.1%	89
2020 Q4	$233K	Sell	9,466 -1,278	-12%	-$26.8K	0.08%	98
2020 Q3	$204K	Hold	10,744	–	–	0.08%	97
2020 Q2	$187K	Hold	10,744	–	–	0.08%	96
2020 Q1	$187K	Hold	10,744	–	–	0.09%	91
2019 Q4	$221K	Sell	10,744 -2,239	-17%	-$42.4K	0.09%	98
2019 Q3	$246K	Hold	12,983	–	–	0.12%	89
2019 Q2	$273K	Sell	12,983 -22	-0.2%	-$435	0.13%	80
2019 Q1	$253K	Hold	13,005	–	–	0.12%	85
2018 Q4	$266K	Buy	+13,005	New	+$303K	0.14%	79

Other funds holding HPQ

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Traverso Chambers Private Wealth Management's HPQ Position: Q4 2023 in Review

Traverso Chambers Private Wealth Management held its HP (HPQ) position steady in Q4 2023 at 9,084 shares worth $273K. The position accounts for 0.07% of the portfolio, ranked #107.

Traverso Chambers Private Wealth Management first reported a position in HPQ in Q4 2018 and has held it in 21 quarters since. The position peaked at $346K in Q4 2021. 1,102 funds tracked by Wall St. Rank hold HPQ as of Q4 2023.

Traverso Chambers Private Wealth Management held 9,084 shares of HP worth $273K as of Q4 2023.
Traverso Chambers Private Wealth Management left its HP share count unchanged in Q4 2023.
HP made up 0.07% of Traverso Chambers Private Wealth Management's portfolio in Q4 2023, its #107 holding.
Traverso Chambers Private Wealth Management first reported a position in HP in Q4 2018 and has held it in 21 quarters since.
Traverso Chambers Private Wealth Management's HP position peaked at $346K in Q4 2021.
1,102 funds tracked by Wall St. Rank held HP as of Q4 2023.

Based on Traverso Chambers Private Wealth Management's 13F filing for Q4 2023, filed 9 Jan 2024.