YorkBridge Wealth Partners’s HP HPQ Stock Holding History

YorkBridge Wealth Partners’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
2022 Q3	–	Sell	-6,875	Closed	-$225K	–	285
2022 Q2	$225K	Hold	6,875	–	–	0.06%	251
2022 Q1	$250K	Hold	6,875	–	–	0.05%	265
2021 Q4	$259K	Buy	+6,875	New	+$225K	0.06%	248
2021 Q3	–	Sell	-6,875	Closed	-$208K	–	262
2021 Q2	$208K	Hold	6,875	–	–	0.05%	239
2021 Q1	$218K	Buy	+6,875	New	+$190K	0.06%	233
2019 Q3	–	Sell	-7,431	Closed	-$154K	–	382
2019 Q2	$154K	Hold	7,431	–	–	0.07%	222
2019 Q1	$144K	Hold	7,431	–	–	0.07%	216
2018 Q4	$152K	Hold	7,431	–	–	0.08%	180
2018 Q3	$190K	Sell	7,431 -152	-2%	-$3.67K	0.09%	174
2018 Q2	$172K	Hold	7,583	–	–	0.08%	195
2018 Q1	$166K	Buy	7,583 +562	+8%	+$12.7K	0.08%	203
2017 Q4	$149K	Buy	7,021 +90	+1%	+$1.91K	0.07%	217
2017 Q3	$138K	Buy	6,931 +474	+7%	+$9.02K	0.07%	218
2017 Q2	$113K	Buy	6,457 +200	+3%	+$3.67K	0.06%	248
2017 Q1	$118K	Buy	6,257 +675	+12%	+$10.9K	0.06%	230
2016 Q4	$85K	Buy	+5,582	New	+$84.5K	0.05%	263

Other funds holding HPQ

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

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

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

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

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

NEAM

New England Asset Management Farmington, Connecticut $786M AUM 13.14% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

YorkBridge Wealth Partners's HPQ Position: Q3 2022 in Review

YorkBridge Wealth Partners sold out of HP (HPQ) in Q3 2022, closing a stake of 6,875 shares — an estimated $225K sold.

YorkBridge Wealth Partners first reported a position in HPQ in Q4 2016 and held it in 16 quarters. The position peaked at $259K in Q4 2021. 993 funds tracked by Wall St. Rank hold HPQ as of Q3 2022.

YorkBridge Wealth Partners reported no remaining HP position as of Q3 2022 after selling out during the quarter.
YorkBridge Wealth Partners sold 6,875 HP shares in Q3 2022, an estimated $225K.
YorkBridge Wealth Partners first reported a position in HP in Q4 2016 and held it in 16 quarters.
YorkBridge Wealth Partners's HP position peaked at $259K in Q4 2021.
993 funds tracked by Wall St. Rank held HP as of Q3 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2022, filed 18 Oct 2022.