Wingate Wealth Advisors’s HP HPQ Stock Holding History

Wingate Wealth 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
2025 Q1	–	Sell	-1,538	Closed	-$50.2K	–	232
2024 Q4	$50.2K	Buy	+1,538	New	+$55.3K	0.05%	221

Other funds holding HPQ

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Wingate Wealth Advisors's HPQ Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of HP (HPQ) in Q1 2025, closing a stake of 1,538 shares — an estimated $50.2K sold.

Wingate Wealth Advisors first reported a position in HPQ in Q4 2024 and held it in 1 quarter. The position peaked at $50.2K in Q4 2024. 1,157 funds tracked by Wall St. Rank hold HPQ as of Q1 2025.

Wingate Wealth Advisors reported no remaining HP position as of Q1 2025 after selling out during the quarter.
Wingate Wealth Advisors sold 1,538 HP shares in Q1 2025, an estimated $50.2K.
Wingate Wealth Advisors first reported a position in HP in Q4 2024 and held it in 1 quarter.
Wingate Wealth Advisors's HP position peaked at $50.2K in Q4 2024.
1,157 funds tracked by Wall St. Rank held HP as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.