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ARS Wealth Advisors’s Hewlett Packard HPE Stock Holding History

ARS 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
2021
Q2 		$165K Buy
11,335
+7
+0.1% +$111 0.03% 137
2021
Q1 		$178K Buy
11,328
+9
+0.1% +$125 0.04% 126
2020
Q4 		$134K Buy
11,319
+11
+0.1% +$115 0.03% 120
2020
Q3 		$106K Buy
11,308
+11
+0.1% +$105 0.03% 105
2020
Q2 		$110K Buy
11,297
+10
+0.1% +$98 0.03% 99
2020
Q1 		$110K Buy
11,287
+7
+0.1% +$92 0.05% 90
2019
Q4 		$179K Buy
11,280
+6
+0.1% +$96 0.05% 110
2019
Q3 		$171K Buy
11,274
+7
+0.1% +$100 0.05% 106
2019
Q2 		$168K Buy
11,267
+6
+0.1% +$91 0.05% 109
2019
Q1 		$174K Buy
11,261
+7
+0.1% +$108 0.06% 106
2018
Q4 		$149K Buy
11,254
+5
+0% +$75 0.05% 104
2018
Q3 		$183K Sell
11,249
-365
-3% -$5.85K 0.06% 115
2018
Q2 		$170K Buy
+11,614
New +$193K 0.06% 109

Other funds holding HPE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

ARS Wealth Advisors's HPE Position: Q2 2021 in Review

ARS Wealth Advisors increased its Hewlett Packard (HPE) stake by 0.06% in Q2 2021, buying an estimated $111 and bringing the position to 11,335 shares worth $165K. The position accounts for 0.03% of the portfolio, ranked #137.

ARS Wealth Advisors first reported a position in HPE in Q2 2018 and has held it in 13 quarters since. The position peaked at $183K in Q3 2018. 786 funds tracked by Wall St. Rank hold HPE as of Q2 2021.

  • ARS Wealth Advisors held 11,335 shares of Hewlett Packard worth $165K as of Q2 2021.
  • ARS Wealth Advisors bought 7 Hewlett Packard shares in Q2 2021, an estimated $111.
  • Hewlett Packard made up 0.03% of ARS Wealth Advisors's portfolio in Q2 2021, its #137 holding.
  • ARS Wealth Advisors first reported a position in Hewlett Packard in Q2 2018 and has held it in 13 quarters since.
  • ARS Wealth Advisors's Hewlett Packard position peaked at $183K in Q3 2018.
  • 786 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2021.

Based on ARS Wealth Advisors's 13F filing for Q2 2021, filed 15 Jul 2021.