BWA
HPE icon

BDO Wealth Advisors’s Hewlett Packard HPE Stock Holding History

BDO 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
2023
Q2 		$45.8K Hold
2,725
– – 0.01% 445
2023
Q1 		$43.4K Hold
2,725
– – 0.01% 443
2022
Q4 		$43.5K Hold
2,725
– – 0.01% 437
2022
Q3 		$33K Sell
2,725
-187
-6% -$2.54K ﹤0.01% 479
2022
Q2 		$39K Hold
2,912
– – ﹤0.01% 446
2022
Q1 		$49K Buy
2,912
+1,800
+162% +$30.2K 0.01% 433
2021
Q4 		$18K Hold
1,112
– – ﹤0.01% 638
2021
Q3 		$16K Hold
1,112
– – ﹤0.01% 652
2021
Q2 		$16K Hold
1,112
– – ﹤0.01% 669
2021
Q1 		$18K Hold
1,112
– – ﹤0.01% 630
2020
Q4 		$13K Hold
1,112
– – ﹤0.01% 521
2020
Q3 		$10K Buy
1,112
+187
+20% +$1.79K ﹤0.01% 490
2020
Q2 		$9K Sell
925
-500
-35% -$4.91K ﹤0.01% 512
2020
Q1 		$14K Hold
1,425
– – ﹤0.01% 509
2019
Q4 		$23K Sell
1,425
-1,800
-56% -$28.8K 0.01% 375
2019
Q3 		$49K Hold
3,225
– – 0.01% 317
2019
Q2 		$48K Sell
3,225
-150
-4% -$2.27K 0.01% 310
2019
Q1 		$52K Hold
3,375
– – 0.02% 275
2018
Q4 		$45K Hold
3,375
– – 0.02% 271
2018
Q3 		$55K Sell
3,375
-150
-4% -$2.4K 0.02% 281
2018
Q2 		$52K Buy
3,525
+1,800
+104% +$29.8K 0.02% 294
2018
Q1 		$30K Sell
1,725
-1,125
-39% -$19.1K 0.01% 291
2017
Q4 		$41K Sell
2,850
-1,900
-40% -$27K 0.02% 228
2017
Q3 		$70K Sell
4,750
-1,598
-25% -$21.8K 0.03% 165
2017
Q2 		$82K Buy
+6,348
New +$88.4K 0.04% 185

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

BDO Wealth Advisors's HPE Position: Q2 2023 in Review

BDO Wealth Advisors held its Hewlett Packard (HPE) position steady in Q2 2023 at 2,725 shares worth $45.8K. The position accounts for 0.01% of the portfolio, ranked #445.

BDO Wealth Advisors first reported a position in HPE in Q2 2017 and has held it in 25 quarters since. The position peaked at $82K in Q2 2017. 856 funds tracked by Wall St. Rank hold HPE as of Q2 2023.

  • BDO Wealth Advisors held 2,725 shares of Hewlett Packard worth $45.8K as of Q2 2023.
  • BDO Wealth Advisors left its Hewlett Packard share count unchanged in Q2 2023.
  • Hewlett Packard made up 0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #445 holding.
  • BDO Wealth Advisors first reported a position in Hewlett Packard in Q2 2017 and has held it in 25 quarters since.
  • BDO Wealth Advisors's Hewlett Packard position peaked at $82K in Q2 2017.
  • 856 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.