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ARS Wealth Advisors Group’s Hewlett Packard HPE Stock Holding History

ARS Wealth Advisors Group’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
-10,487
Closed -$167K – 145
2023
Q1 		$167K Hold
10,487
– – 0.03% 119
2022
Q4 		$167K Hold
10,487
– – 0.03% 133
2022
Q3 		$126K Hold
10,487
– – 0.02% 143
2022
Q2 		$139K Hold
10,487
– – 0.02% 154
2022
Q1 		$175K Hold
10,487
– – 0.03% 126
2021
Q4 		$165K Buy
10,487
+59
+0.6% +$890 0.03% 140
2021
Q3 		$149K Buy
+10,428
New +$151K 0.03% 133

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

ARS Wealth Advisors Group's HPE Position: Q2 2023 in Review

ARS Wealth Advisors Group sold out of Hewlett Packard (HPE) in Q2 2023, closing a stake of 10,487 shares — an estimated $167K sold.

ARS Wealth Advisors Group first reported a position in HPE in Q3 2021 and held it in 7 quarters. The position peaked at $175K in Q1 2022. 856 funds tracked by Wall St. Rank hold HPE as of Q2 2023.

  • ARS Wealth Advisors Group reported no remaining Hewlett Packard position as of Q2 2023 after selling out during the quarter.
  • ARS Wealth Advisors Group sold 10,487 Hewlett Packard shares in Q2 2023, an estimated $167K.
  • ARS Wealth Advisors Group first reported a position in Hewlett Packard in Q3 2021 and held it in 7 quarters.
  • ARS Wealth Advisors Group's Hewlett Packard position peaked at $175K in Q1 2022.
  • 856 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2023.

Based on ARS Wealth Advisors Group's 13F filing for Q2 2023, filed 18 Jul 2023.