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 Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

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 $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

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

Wealthcare Advisory Partners's HPQ Position: Q2 2023 in Review

Wealthcare Advisory Partners sold out of HP (HPQ) in Q2 2023, closing a stake of 7,515 shares — an estimated $221K sold.

Wealthcare Advisory Partners first reported a position in HPQ in Q3 2017 and held it in 13 quarters. The position peaked at $221K in Q1 2023. 1,034 funds tracked by Wall St. Rank hold HPQ as of Q2 2023.

Wealthcare Advisory Partners reported no remaining HP position as of Q2 2023 after selling out during the quarter.
Wealthcare Advisory Partners sold 7,515 HP shares in Q2 2023, an estimated $221K.
Wealthcare Advisory Partners first reported a position in HP in Q3 2017 and held it in 13 quarters.
Wealthcare Advisory Partners's HP position peaked at $221K in Q1 2023.
1,034 funds tracked by Wall St. Rank held HP as of Q2 2023.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2023, filed 17 Jul 2023.