Wealthstreet Investment Advisors’s HP HPQ Stock Holding History

Wealthstreet Investment Advisors’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
2021 Q2	–	Sell	-11,717	Closed	-$372K	–	194
2021 Q1	$372K	Buy	11,717 +294	+3%	+$8.11K	0.04%	292
2020 Q4	$281K	Hold	11,423	–	–	0.03%	305
2020 Q3	$217K	Hold	11,423	–	–	0.02%	311
2020 Q2	$199K	Sell	11,423 -1,214	-10%	-$19.3K	0.02%	311
2020 Q1	$219K	Buy	12,637 +888	+8%	+$18K	0.03%	276
2019 Q4	$241K	Sell	11,749 -1,257	-10%	-$23.8K	0.03%	311
2019 Q3	$229K	Sell	13,006 -343	-3%	-$6.74K	0.03%	307
2019 Q2	$278K	Sell	13,349 -326	-2%	-$6.45K	0.04%	292
2019 Q1	$266K	Hold	13,675	–	–	0.04%	292
2018 Q4	$301K	Sell	13,675 -800	-6%	-$18.7K	0.04%	270
2018 Q3	$373K	Sell	14,475 -300	-2%	-$7.25K	0.05%	264
2018 Q2	$335K	Hold	14,775	–	–	0.04%	273
2018 Q1	$324K	Sell	14,775 -200	-1%	-$4.52K	0.04%	276
2017 Q4	$315K	Buy	+14,975	New	+$318K	0.04%	280

Other funds holding HPQ

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

LSV Asset Management

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return