VisionPoint Advisory Group’s HP HPQ Stock Holding History

VisionPoint Advisory Group’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	-494	Closed	-$17.3K	–	475
2024 Q2	$17.3K	Hold	494	–	–	0.01%	414
2024 Q1	$14.9K	Hold	494	–	–	0.01%	415
2023 Q4	$14.9K	Hold	494	–	–	0.01%	382
2023 Q3	$12.7K	Hold	494	–	–	0.01%	428
2023 Q2	$15.2K	Buy	+494	New	+$14.8K	0.01%	337
2020 Q4	–	Sell	-22,915	Closed	-$435K	–	147
2020 Q3	$435K	Sell	22,915 -6,209	-21%	-$113K	0.19%	66
2020 Q2	$510K	Sell	29,124 -5,033	-15%	-$80K	0.21%	52
2020 Q1	$593K	Sell	34,157 -4,920	-13%	-$99.6K	0.28%	50
2019 Q4	$803K	Buy	39,077 +2,553	+7%	+$48.4K	0.33%	53
2019 Q3	$608K	Buy	+36,524	New	+$717K	0.17%	64
2019 Q2	–	Sell	-41,561	Closed	-$808K	–	133
2019 Q1	$808K	Buy	+41,561	New	+$881K	0.23%	56

Other funds holding HPQ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

VisionPoint Advisory Group's HPQ Position: Q3 2024 in Review

VisionPoint Advisory Group sold out of HP (HPQ) in Q3 2024, closing a stake of 494 shares — an estimated $17.3K sold.

VisionPoint Advisory Group first reported a position in HPQ in Q1 2019 and held it in 11 quarters. The position peaked at $808K in Q1 2019. 1,165 funds tracked by Wall St. Rank hold HPQ as of Q3 2024.

VisionPoint Advisory Group reported no remaining HP position as of Q3 2024 after selling out during the quarter.
VisionPoint Advisory Group sold 494 HP shares in Q3 2024, an estimated $17.3K.
VisionPoint Advisory Group first reported a position in HP in Q1 2019 and held it in 11 quarters.
VisionPoint Advisory Group's HP position peaked at $808K in Q1 2019.
1,165 funds tracked by Wall St. Rank held HP as of Q3 2024.

Based on VisionPoint Advisory Group's 13F filing for Q3 2024, filed 15 Oct 2024.