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WMG Financial Advisors’s HP HPQ Stock Holding History

WMG Financial 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
2024
Q4 		– Sell
-7,835
Closed -$281K – 178
2024
Q3 		$281K Hold
7,835
– – 0.13% 119
2024
Q2 		$274K Buy
7,835
+315
+4% +$9.99K 0.15% 108
2024
Q1 		$227K Buy
7,520
+241
+3% +$7.09K 0.13% 124
2023
Q4 		$219K Buy
+7,279
New +$204K 0.14% 108
2023
Q3 		– Sell
-7,277
Closed -$223K – 112
2023
Q2 		$223K Buy
7,277
+1
+0% +$30 0.16% 106
2023
Q1 		$214K Buy
+7,276
New +$209K 0.18% 102
2022
Q3 		– Sell
-7,720
Closed -$252K – 145
2022
Q2 		$252K Sell
7,720
-255
-3% -$9.36K 0.22% 107
2022
Q1 		$288K Buy
7,975
+32
+0.4% +$1.18K 0.21% 118
2021
Q4 		$301K Buy
+7,943
New +$260K 0.23% 114

Other funds holding HPQ

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

WMG Financial Advisors's HPQ Position: Q4 2024 in Review

WMG Financial Advisors sold out of HP (HPQ) in Q4 2024, closing a stake of 7,835 shares — an estimated $281K sold.

WMG Financial Advisors first reported a position in HPQ in Q4 2021 and held it in 9 quarters. The position peaked at $301K in Q4 2021. 1,177 funds tracked by Wall St. Rank hold HPQ as of Q4 2024.

  • WMG Financial Advisors reported no remaining HP position as of Q4 2024 after selling out during the quarter.
  • WMG Financial Advisors sold 7,835 HP shares in Q4 2024, an estimated $281K.
  • WMG Financial Advisors first reported a position in HP in Q4 2021 and held it in 9 quarters.
  • WMG Financial Advisors's HP position peaked at $301K in Q4 2021.
  • 1,177 funds tracked by Wall St. Rank held HP as of Q4 2024.

Based on WMG Financial Advisors's 13F filing for Q4 2024, filed 6 Feb 2025.