Wealthcare Advisory Partners’s HP HPQ Stock Holding History

Wealthcare Advisory Partners’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
2023 Q2	–	Sell	-7,515	Closed	-$221K	–	737
2023 Q1	$221K	Buy	+7,515	New	+$216K	0.01%	665
2021 Q2	–	Sell	-3,915	Closed	-$124K	–	1126
2021 Q1	$124K	Buy	+3,915	New	+$108K	0.01%	606
2020 Q2	–	Sell	-2,232	Closed	-$39K	–	790
2020 Q1	$39K	Buy	2,232 +1	+0%	+$20	0.01%	561
2019 Q4	$46K	Hold	2,231	–	–	0.01%	568
2019 Q3	$42K	Buy	2,231 +441	+25%	+$8.66K	0.01%	572
2019 Q2	$37K	Buy	1,790 +160	+10%	+$3.17K	0.01%	575
2019 Q1	$32K	Buy	1,630 +171	+12%	+$3.62K	0.01%	558
2018 Q4	$30K	Hold	1,459	–	–	0.01%	542
2018 Q3	$38K	Hold	1,459	–	–	0.01%	530
2018 Q2	$33K	Buy	1,459 +1	+0.1%	+$22	0.01%	552
2018 Q1	$32K	Buy	1,458 +1,000	+218%	+$22.6K	0.01%	481
2017 Q4	$10K	Hold	458	–	–	﹤0.01%	675
2017 Q3	$9K	Buy	+458	New	+$8.72K	﹤0.01%	563

Other funds holding HPQ

Berkshire Hathaway

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return