AWM
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Alterna Wealth Management’s Hewlett Packard HPE Stock Holding History

Alterna 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
Q3 		– Sell
-14,404
Closed -$242K – 91
2023
Q2 		$242K Buy
14,404
+971
+7% +$14.8K 0.28% 79
2023
Q1 		$214K Buy
+13,433
New +$211K 0.27% 85
2020
Q2 		– Sell
-15,537
Closed -$151K – 103
2020
Q1 		$151K Sell
15,537
-451
-3% -$5.91K 0.22% 60
2019
Q4 		$254K Buy
15,988
+351
+2% +$5.61K 0.28% 97
2019
Q3 		$237K Buy
15,637
+3,355
+27% +$47.7K 0.28% 74
2019
Q2 		$184K Buy
12,282
+720
+6% +$10.9K 0.22% 82
2019
Q1 		$178K Sell
11,562
-480
-4% -$7.4K 0.15% 95
2018
Q4 		$159K Buy
+12,042
New +$180K 0.03% 352

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

Alterna Wealth Management's HPE Position: Q3 2023 in Review

Alterna Wealth Management sold out of Hewlett Packard (HPE) in Q3 2023, closing a stake of 14,404 shares — an estimated $242K sold.

Alterna Wealth Management first reported a position in HPE in Q4 2018 and held it in 8 quarters. The position peaked at $254K in Q4 2019. 856 funds tracked by Wall St. Rank hold HPE as of Q3 2023.

  • Alterna Wealth Management reported no remaining Hewlett Packard position as of Q3 2023 after selling out during the quarter.
  • Alterna Wealth Management sold 14,404 Hewlett Packard shares in Q3 2023, an estimated $242K.
  • Alterna Wealth Management first reported a position in Hewlett Packard in Q4 2018 and held it in 8 quarters.
  • Alterna Wealth Management's Hewlett Packard position peaked at $254K in Q4 2019.
  • 856 funds tracked by Wall St. Rank held Hewlett Packard as of Q3 2023.

Based on Alterna Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.