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 $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

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 Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

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