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Arete Wealth Advisors’s Hewlett Packard HPE Stock Holding History

Arete Wealth 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
2020
Q2 		– Sell
-11,111
Closed -$108K – 386
2020
Q1 		$108K Sell
11,111
-5,609
-34% -$73.5K 0.02% 322
2019
Q4 		$265K Buy
16,720
+2,277
+16% +$36.4K 0.05% 322
2019
Q3 		$219K Buy
14,443
+4
+0% +$57 0.04% 352
2019
Q2 		$216K Buy
14,439
+3
+0% +$45 0.04% 354
2019
Q1 		$223K Buy
+14,436
New +$222K 0.05% 337
2018
Q1 		– Sell
-17,223
Closed -$247K – 332
2017
Q4 		$247K Buy
+17,223
New +$245K 0.08% 263

Other funds holding HPE

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Arete Wealth Advisors's HPE Position: Q2 2020 in Review

Arete Wealth Advisors sold out of Hewlett Packard (HPE) in Q2 2020, closing a stake of 11,111 shares — an estimated $108K sold.

Arete Wealth Advisors first reported a position in HPE in Q4 2017 and held it in 6 quarters. The position peaked at $265K in Q4 2019. 722 funds tracked by Wall St. Rank hold HPE as of Q2 2020.

  • Arete Wealth Advisors reported no remaining Hewlett Packard position as of Q2 2020 after selling out during the quarter.
  • Arete Wealth Advisors sold 11,111 Hewlett Packard shares in Q2 2020, an estimated $108K.
  • Arete Wealth Advisors first reported a position in Hewlett Packard in Q4 2017 and held it in 6 quarters.
  • Arete Wealth Advisors's Hewlett Packard position peaked at $265K in Q4 2019.
  • 722 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2020.

Based on Arete Wealth Advisors's 13F filing for Q2 2020, filed 11 Aug 2020.