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Accel Wealth Management’s Hewlett Packard HPE Stock Holding History

Accel Wealth Management’s Portfolio HPE Stock Details HPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-283
Closed -$4.51K – 468
2023
Q1 		$4.51K Hold
283
– – ﹤0.01% 1024
2022
Q4 		$4.52K Hold
283
– – ﹤0.01% 825
2022
Q3 		$4K Hold
283
– – ﹤0.01% 868
2022
Q2 		$4K Hold
283
– – ﹤0.01% 833
2022
Q1 		$5K Hold
283
– – ﹤0.01% 804
2021
Q4 		$4K Hold
283
– – ﹤0.01% 837
2021
Q3 		$4K Hold
283
– – ﹤0.01% 765
2021
Q2 		$4K Hold
283
– – ﹤0.01% 820
2021
Q1 		$4K Hold
283
– – ﹤0.01% 774
2020
Q4 		$3K Buy
+283
New +$2.97K ﹤0.01% 756

Other funds holding HPE

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
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
Amundi
Amundi Paris, France $367B AUM 31.23% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Accel Wealth Management's HPE Position: Q2 2023 in Review

Accel Wealth Management sold out of Hewlett Packard (HPE) in Q2 2023, closing a stake of 283 shares — an estimated $4.51K sold.

Accel Wealth Management first reported a position in HPE in Q4 2020 and held it in 10 quarters. The position peaked at $5K in Q1 2022. 856 funds tracked by Wall St. Rank hold HPE as of Q2 2023.

  • Accel Wealth Management reported no remaining Hewlett Packard position as of Q2 2023 after selling out during the quarter.
  • Accel Wealth Management sold 283 Hewlett Packard shares in Q2 2023, an estimated $4.51K.
  • Accel Wealth Management first reported a position in Hewlett Packard in Q4 2020 and held it in 10 quarters.
  • Accel Wealth Management's Hewlett Packard position peaked at $5K in Q1 2022.
  • 856 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.