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WealthPlan Investment Management’s HP HPQ Stock Holding History

WealthPlan Investment Management’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
Q1 		– Sell
-6,690
Closed -$203K – 487
2022
Q4 		$203K Sell
6,690
-42,370
-86% -$1.17M 0.01% 373
2022
Q3 		$1.36M Buy
+49,060
New +$1.51M 0.1% 140
2022
Q1 		$1.5M Buy
+41,030
New +$1.52M 0.1% 135

Other funds holding HPQ

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

WealthPlan Investment Management's HPQ Position: Q1 2023 in Review

WealthPlan Investment Management sold out of HP (HPQ) in Q1 2023, closing a stake of 6,690 shares — an estimated $203K sold.

WealthPlan Investment Management first reported a position in HPQ in Q1 2022 and held it in 3 quarters. The position peaked at $1.5M in Q1 2022. 1,010 funds tracked by Wall St. Rank hold HPQ as of Q1 2023.

  • WealthPlan Investment Management reported no remaining HP position as of Q1 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 6,690 HP shares in Q1 2023, an estimated $203K.
  • WealthPlan Investment Management first reported a position in HP in Q1 2022 and held it in 3 quarters.
  • WealthPlan Investment Management's HP position peaked at $1.5M in Q1 2022.
  • 1,010 funds tracked by Wall St. Rank held HP as of Q1 2023.

Based on WealthPlan Investment Management's 13F filing for Q1 2023, filed 8 May 2023.