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TriaGen Wealth Management’s HP HPQ Stock Holding History

TriaGen 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 		– Sell
-25,775
Closed -$662K – 166
2023
Q3 		$662K Hold
25,775
– – 0.34% 71
2023
Q2 		$792K Sell
25,775
-2,900
-10% -$87.1K 0.36% 70
2023
Q1 		$842K Sell
28,675
-1,100
-4% -$31.6K 0.42% 68
2022
Q4 		$800K Sell
29,775
-9,900
-25% -$274K 0.44% 62
2022
Q3 		$989K Sell
39,675
-1,163
-3% -$35.7K 0.55% 49
2022
Q2 		$1.34M Buy
+40,838
New +$1.5M 0.95% 30
2021
Q1 		– Sell
-22,300
Closed -$548K – 177
2020
Q4 		$548K Buy
+22,300
New +$468K 0.32% 90

Other funds holding HPQ

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

TriaGen Wealth Management's HPQ Position: Q4 2023 in Review

TriaGen Wealth Management sold out of HP (HPQ) in Q4 2023, closing a stake of 25,775 shares — an estimated $662K sold.

TriaGen Wealth Management first reported a position in HPQ in Q4 2020 and held it in 7 quarters. The position peaked at $1.34M in Q2 2022. 1,102 funds tracked by Wall St. Rank hold HPQ as of Q4 2023.

  • TriaGen Wealth Management reported no remaining HP position as of Q4 2023 after selling out during the quarter.
  • TriaGen Wealth Management sold 25,775 HP shares in Q4 2023, an estimated $662K.
  • TriaGen Wealth Management first reported a position in HP in Q4 2020 and held it in 7 quarters.
  • TriaGen Wealth Management's HP position peaked at $1.34M in Q2 2022.
  • 1,102 funds tracked by Wall St. Rank held HP as of Q4 2023.

Based on TriaGen Wealth Management's 13F filing for Q4 2023, filed 23 Jan 2024.