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WR Wealth Planners’s HP HPQ Stock Holding History

WR Wealth Planners’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 		$32K Buy
982
+127
+15% +$4.57K 0.01% 377
2024
Q3 		$30.7K Buy
855
+6
+0.7% +$211 0.01% 416
2024
Q2 		$29.7K Buy
849
+243
+40% +$7.71K 0.01% 392
2024
Q1 		$18.3K Buy
+606
New +$17.8K 0.01% 469
2023
Q4 		– Sell
-331
Closed -$8.51K – 482
2023
Q3 		$8.51K Hold
331
– – ﹤0.01% 602
2023
Q2 		$10.2K Sell
331
-4,267
-93% -$128K ﹤0.01% 570
2023
Q1 		$135K Buy
4,598
+4,503
+4,740% +$129K 0.06% 203
2022
Q4 		$2.55K Hold
95
– – ﹤0.01% 380
2022
Q3 		$2.37K Hold
95
– – ﹤0.01% 377
2022
Q2 		$3.11K Hold
95
– – ﹤0.01% 388
2022
Q1 		$3.45K Buy
+95
New +$3.51K ﹤0.01% 386

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

WR Wealth Planners's HPQ Position: Q4 2024 in Review

WR Wealth Planners increased its HP (HPQ) stake by 15% in Q4 2024, buying an estimated $4.57K and bringing the position to 982 shares worth $32K. The position accounts for 0.01% of the portfolio, ranked #377.

WR Wealth Planners first reported a position in HPQ in Q1 2022 and has held it in 11 quarters since. The position peaked at $135K in Q1 2023. 1,178 funds tracked by Wall St. Rank hold HPQ as of Q4 2024.

  • WR Wealth Planners held 982 shares of HP worth $32K as of Q4 2024.
  • WR Wealth Planners bought 127 HP shares in Q4 2024, an estimated $4.57K.
  • HP made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #377 holding.
  • WR Wealth Planners first reported a position in HP in Q1 2022 and has held it in 11 quarters since.
  • WR Wealth Planners's HP position peaked at $135K in Q1 2023.
  • 1,178 funds tracked by Wall St. Rank held HP as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.