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Wealthspire Advisors (Maryland)’s HP HPQ Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-9,269
Closed -$180K – 1134
2019
Q1 		$180K Sell
9,269
-2,878
-24% -$61K 0.01% 463
2018
Q4 		$249K Buy
12,147
+795
+7% +$18.5K 0.02% 363
2018
Q3 		$293K Buy
11,352
+2,278
+25% +$55K 0.02% 366
2018
Q2 		$206K Buy
9,074
+51
+0.6% +$1.14K 0.02% 454
2018
Q1 		$198K Sell
9,023
-411
-4% -$9.28K 0.02% 473
2017
Q4 		$198K Buy
9,434
+2,624
+39% +$55.8K 0.02% 494
2017
Q3 		$136K Buy
6,810
+643
+10% +$12.2K 0.01% 601
2017
Q2 		$108K Buy
6,167
+1,013
+20% +$18.6K 0.01% 669
2017
Q1 		$92K Buy
5,154
+336
+7% +$5.44K 0.01% 630
2016
Q4 		$71K Buy
4,818
+907
+23% +$13.7K 0.01% 677
2016
Q3 		$61K Buy
3,911
+411
+12% +$5.86K 0.01% 723
2016
Q2 		$44K Buy
3,500
+339
+11% +$4.22K 0.01% 769
2016
Q1 		$39K Sell
3,161
-10,849
-77% -$116K 0.01% 766
2015
Q4 		$166K Buy
+14,010
New +$179K 0.03% 404

Other funds holding HPQ

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s HPQ Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of HP (HPQ) in Q2 2019, closing a stake of 9,269 shares — an estimated $180K sold.

Wealthspire Advisors (Maryland) first reported a position in HPQ in Q4 2015 and held it in 14 quarters. The position peaked at $293K in Q3 2018. 888 funds tracked by Wall St. Rank hold HPQ as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining HP position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 9,269 HP shares in Q2 2019, an estimated $180K.
  • Wealthspire Advisors (Maryland) first reported a position in HP in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s HP position peaked at $293K in Q3 2018.
  • 888 funds tracked by Wall St. Rank held HP as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.