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TRUE Private Wealth Advisors’s HP HPQ Stock Holding History

TRUE Private 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
2024
Q3 		– Sell
-6,813
Closed -$239K – 241
2024
Q2 		$239K Sell
6,813
-141
-2% -$4.47K 0.03% 247
2024
Q1 		$210K Sell
6,954
-26
-0.4% -$765 0.02% 269
2023
Q4 		$210K Buy
+6,980
New +$195K 0.03% 273
2023
Q3 		– Sell
-7,056
Closed -$217K – 265
2023
Q2 		$217K Buy
7,056
+11
+0.2% +$330 0.03% 223
2023
Q1 		$207K Buy
+7,045
New +$202K 0.03% 216
2022
Q3 		– Sell
-7,023
Closed -$230K – 230
2022
Q2 		$230K Buy
7,023
+210
+3% +$7.71K 0.03% 199
2022
Q1 		$268K Sell
6,813
-45
-0.7% -$1.66K 0.04% 195
2021
Q4 		$258K Buy
+6,858
New +$224K 0.04% 219
2021
Q3 		– Sell
-7,010
Closed -$212K – 250
2021
Q2 		$212K Buy
7,010
+4
+0.1% +$128 0.03% 219
2021
Q1 		$224K Buy
7,006
+5
+0.1% +$138 0.04% 210
2020
Q4 		$173K Sell
7,001
-295
-4% -$6.19K 0.03% 207
2020
Q3 		$139K Buy
7,296
+6
+0.1% +$109 0.02% 215
2020
Q2 		$128K Buy
7,290
+6
+0.1% +$95 0.02% 214
2020
Q1 		$127K Buy
7,284
+38
+0.5% +$769 0.03% 181
2019
Q4 		$150K Buy
+7,246
New +$137K 0.02% 249
2019
Q3 		– Sell
-6,954
Closed -$145K – 446
2019
Q2 		$145K Buy
+6,954
New +$138K 0.02% 228
2018
Q4 		– Sell
-9,694
Closed -$251K – 546
2018
Q3 		$251K Sell
9,694
-98
-1% -$2.37K 0.04% 237
2018
Q2 		$223K Buy
9,792
+590
+6% +$13.2K 0.04% 248
2018
Q1 		$202K Buy
+9,202
New +$208K 0.03% 218

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 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

TRUE Private Wealth Advisors's HPQ Position: Q3 2024 in Review

TRUE Private Wealth Advisors sold out of HP (HPQ) in Q3 2024, closing a stake of 6,813 shares — an estimated $239K sold.

TRUE Private Wealth Advisors first reported a position in HPQ in Q1 2018 and held it in 19 quarters. The position peaked at $268K in Q1 2022. 1,162 funds tracked by Wall St. Rank hold HPQ as of Q3 2024.

  • TRUE Private Wealth Advisors reported no remaining HP position as of Q3 2024 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 6,813 HP shares in Q3 2024, an estimated $239K.
  • TRUE Private Wealth Advisors first reported a position in HP in Q1 2018 and held it in 19 quarters.
  • TRUE Private Wealth Advisors's HP position peaked at $268K in Q1 2022.
  • 1,162 funds tracked by Wall St. Rank held HP as of Q3 2024.

Based on TRUE Private Wealth Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.