Arcadia Investment Advisors’s Hewlett Packard HPE Stock Holding History

Arcadia Investment Advisors’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	-300	Closed	-$5.04K	–	82
2023 Q2	$5.04K	Hold	300	–	–	﹤0.01%	73
2023 Q1	$4.78K	Hold	300	–	–	﹤0.01%	72
2022 Q4	$4.79K	Hold	300	–	–	﹤0.01%	70
2022 Q3	$3.59K	Hold	300	–	–	﹤0.01%	74
2022 Q2	$3.98K	Hold	300	–	–	﹤0.01%	86
2022 Q1	$5.01K	Hold	300	–	–	﹤0.01%	84
2021 Q4	$4.73K	Hold	300	–	–	﹤0.01%	85
2021 Q3	$4.28K	Sell	300 -800	-73%	-$11.6K	﹤0.01%	87
2021 Q2	$16K	Hold	1,100	–	–	0.01%	67
2021 Q1	$17.3K	Hold	1,100	–	–	0.01%	62
2020 Q4	$13K	Sell	1,100 -222	-17%	-$2.33K	0.01%	64
2020 Q3	$12.4K	Buy	1,322 +522	+65%	+$4.99K	0.01%	66
2020 Q2	$7.78K	Hold	800	–	–	0.01%	57
2020 Q1	$7.77K	Buy	+800	New	+$10.5K	0.01%	58

Other funds holding HPE

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Arcadia Investment Advisors's HPE Position: Q3 2023 in Review

Arcadia Investment Advisors sold out of Hewlett Packard (HPE) in Q3 2023, closing a stake of 300 shares — an estimated $5.04K sold.

Arcadia Investment Advisors first reported a position in HPE in Q1 2020 and held it in 14 quarters. The position peaked at $17.3K in Q1 2021. 856 funds tracked by Wall St. Rank hold HPE as of Q3 2023.

Arcadia Investment Advisors reported no remaining Hewlett Packard position as of Q3 2023 after selling out during the quarter.
Arcadia Investment Advisors sold 300 Hewlett Packard shares in Q3 2023, an estimated $5.04K.
Arcadia Investment Advisors first reported a position in Hewlett Packard in Q1 2020 and held it in 14 quarters.
Arcadia Investment Advisors's Hewlett Packard position peaked at $17.3K in Q1 2021.
856 funds tracked by Wall St. Rank held Hewlett Packard as of Q3 2023.

Based on Arcadia Investment Advisors's 13F filing for Q3 2023, filed 19 Dec 2024.