Adams Wealth Management’s Hewlett Packard HPE Stock Holding History

Adams 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
2020 Q4	–	Sell	-50	Closed	–	–	184
2020 Q3	$0	Buy	+50	New	+$478	﹤0.01%	355

Other funds holding HPE

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

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

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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

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

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

Adams Wealth Management's HPE Position: Q4 2020 in Review

Adams Wealth Management sold out of Hewlett Packard (HPE) in Q4 2020, closing a stake of 50 shares.

Adams Wealth Management first reported a position in HPE in Q3 2020 and held it in 1 quarter. The position peaked at $0 in Q3 2020. 760 funds tracked by Wall St. Rank hold HPE as of Q4 2020.

Adams Wealth Management reported no remaining Hewlett Packard position as of Q4 2020 after selling out during the quarter.
Adams Wealth Management sold 50 Hewlett Packard shares in Q4 2020.
Adams Wealth Management first reported a position in Hewlett Packard in Q3 2020 and held it in 1 quarter.
Adams Wealth Management's Hewlett Packard position peaked at $0 in Q3 2020.
760 funds tracked by Wall St. Rank held Hewlett Packard as of Q4 2020.

Based on Adams Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.