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Wealth Architects’s HP HPQ Stock Holding History

Wealth Architects’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
2022
Q2 		– Sell
-5,521
Closed -$200K – 191
2022
Q1 		$200K Buy
+5,521
New +$204K 0.03% 195
2020
Q1 		– Sell
-10,587
Closed -$218K – 137
2019
Q4 		$218K Sell
10,587
-7,399
-41% -$140K 0.06% 126
2019
Q3 		$340K Sell
17,986
-1,248
-6% -$24.5K 0.1% 90
2019
Q2 		$400K Sell
19,234
-1,257
-6% -$24.9K 0.12% 74
2019
Q1 		$398K Sell
20,491
-1,308
-6% -$27.7K 0.12% 71
2018
Q4 		$446K Sell
21,799
-1,262
-5% -$29.4K 0.16% 58
2018
Q3 		$594K Sell
23,061
-1,902
-8% -$46K 0.18% 52
2018
Q2 		$566K Sell
24,963
-2,120
-8% -$47.3K 0.18% 51
2018
Q1 		$594K Sell
27,083
-1,428
-5% -$32.2K 0.2% 47
2017
Q4 		$599K Sell
28,511
-810
-3% -$17.2K 0.2% 56
2017
Q3 		$585K Sell
29,321
-6
-0% -$114 0.2% 57
2017
Q2 		$512K Buy
29,327
+2
+0% +$37 0.19% 62
2017
Q1 		$524K Buy
29,325
+1
+0% +$16 0.21% 56
2016
Q4 		$435K Sell
29,324
-8,993
-23% -$136K 0.19% 63
2016
Q3 		$595K Buy
38,317
+8
+0% +$114 0.28% 46
2016
Q2 		$480K Buy
38,309
+2,413
+7% +$30K 0.23% 62
2016
Q1 		$442K Sell
35,896
-11,851
-25% -$127K 0.22% 62
2015
Q4 		$565K Sell
47,747
-13,127
-22% -$168K 0.28% 51
2015
Q3 		$708K Buy
+60,874
New +$791K 0.38% 39
2015
Q1 		– Sell
-13,089
Closed -$239K – 100
2014
Q4 		$239K Buy
+13,089
New +$219K 0.14% 87

Other funds holding HPQ

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
NEAM
New England Asset Management Farmington, Connecticut $863M AUM 17.57% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wealth Architects's HPQ Position: Q2 2022 in Review

Wealth Architects sold out of HP (HPQ) in Q2 2022, closing a stake of 5,521 shares — an estimated $200K sold.

Wealth Architects first reported a position in HPQ in Q4 2014 and held it in 20 quarters. The position peaked at $708K in Q3 2015. 1,090 funds tracked by Wall St. Rank hold HPQ as of Q2 2022.

  • Wealth Architects reported no remaining HP position as of Q2 2022 after selling out during the quarter.
  • Wealth Architects sold 5,521 HP shares in Q2 2022, an estimated $200K.
  • Wealth Architects first reported a position in HP in Q4 2014 and held it in 20 quarters.
  • Wealth Architects's HP position peaked at $708K in Q3 2015.
  • 1,090 funds tracked by Wall St. Rank held HP as of Q2 2022.

Based on Wealth Architects's 13F filing for Q2 2022, filed 29 Jul 2022.