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Wade Financial Advisory’s HP HPQ Stock Holding History

Wade Financial Advisory’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
Q4 		– Sell
-7,013
Closed -$252K – 81
2024
Q3 		$252K Hold
7,013
– – 0.08% 71
2024
Q2 		$246K Buy
+7,013
New +$223K 0.09% 71
2024
Q1 		– Sell
-8,013
Closed -$241K – 78
2023
Q4 		$241K Buy
+8,013
New +$224K 0.09% 71
2023
Q3 		– Sell
-8,013
Closed -$246K – 71
2023
Q2 		$246K Hold
8,013
– – 0.1% 68
2023
Q1 		$235K Buy
+8,013
New +$230K 0.1% 72
2022
Q3 		– Sell
-8,013
Closed -$263K – 75
2022
Q2 		$263K Sell
8,013
-400
-5% -$14.7K 0.12% 70
2022
Q1 		$305K Buy
+8,413
New +$311K 0.13% 65

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
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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wade Financial Advisory's HPQ Position: Q4 2024 in Review

Wade Financial Advisory sold out of HP (HPQ) in Q4 2024, closing a stake of 7,013 shares — an estimated $252K sold.

Wade Financial Advisory first reported a position in HPQ in Q1 2022 and held it in 7 quarters. The position peaked at $305K in Q1 2022. 1,177 funds tracked by Wall St. Rank hold HPQ as of Q4 2024.

  • Wade Financial Advisory reported no remaining HP position as of Q4 2024 after selling out during the quarter.
  • Wade Financial Advisory sold 7,013 HP shares in Q4 2024, an estimated $252K.
  • Wade Financial Advisory first reported a position in HP in Q1 2022 and held it in 7 quarters.
  • Wade Financial Advisory's HP position peaked at $305K in Q1 2022.
  • 1,177 funds tracked by Wall St. Rank held HP as of Q4 2024.

Based on Wade Financial Advisory's 13F filing for Q4 2024, filed 23 Jan 2025.