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WealthSource Partners’s HP HPQ Stock Holding History

WealthSource 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
2022
Q2 		– Sell
-9,528
Closed -$346K – 552
2022
Q1 		$346K Buy
+9,528
New +$352K 0.02% 417
2018
Q4 		– Sell
-8,242
Closed -$212K – 321
2018
Q3 		$212K Sell
8,242
-977
-11% -$23.6K 0.06% 287
2018
Q2 		$209K Buy
+9,219
New +$206K 0.06% 276
2017
Q4 		– Sell
-11,860
Closed -$237K – 313
2017
Q3 		$237K Sell
11,860
-498
-4% -$9.48K 0.08% 240
2017
Q2 		$216K Sell
12,358
-2,771
-18% -$50.9K 0.07% 257
2017
Q1 		$271K Buy
15,129
+545
+4% +$8.82K 0.1% 214
2016
Q4 		$216K Sell
14,584
-7,392
-34% -$112K 0.09% 212
2016
Q3 		$341K Buy
21,976
+5,586
+34% +$79.6K 0.12% 167
2016
Q2 		$206K Buy
16,390
+2,196
+15% +$27.3K 0.08% 236
2016
Q1 		$175K Buy
+14,194
New +$152K 0.07% 220

Other funds holding HPQ

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
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
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
NEAM
New England Asset Management Farmington, Connecticut $786M AUM 13.14% 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

WealthSource Partners's HPQ Position: Q2 2022 in Review

WealthSource Partners sold out of HP (HPQ) in Q2 2022, closing a stake of 9,528 shares — an estimated $346K sold.

WealthSource Partners first reported a position in HPQ in Q1 2016 and held it in 10 quarters. The position peaked at $346K in Q1 2022. 1,090 funds tracked by Wall St. Rank hold HPQ as of Q2 2022.

  • WealthSource Partners reported no remaining HP position as of Q2 2022 after selling out during the quarter.
  • WealthSource Partners sold 9,528 HP shares in Q2 2022, an estimated $346K.
  • WealthSource Partners first reported a position in HP in Q1 2016 and held it in 10 quarters.
  • WealthSource Partners's HP position peaked at $346K in Q1 2022.
  • 1,090 funds tracked by Wall St. Rank held HP as of Q2 2022.

Based on WealthSource Partners's 13F filing for Q2 2022, filed 10 Aug 2022.