BNC Wealth Management’s Hewlett Packard HPE Stock Holding History

BNC Wealth Management’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 Q4	–	Sell	-2,501	Closed	-$23K	–	258
2020 Q3	$23K	Buy	+2,501	New	+$23.9K	0.02%	213

Other funds holding HPE

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

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BNC Wealth Management's HPE Position: Q4 2020 in Review

BNC Wealth Management sold out of Hewlett Packard (HPE) in Q4 2020, closing a stake of 2,501 shares — an estimated $23K sold.

BNC Wealth Management first reported a position in HPE in Q3 2020 and held it in 1 quarter. The position peaked at $23K in Q3 2020. 760 funds tracked by Wall St. Rank hold HPE as of Q4 2020.

BNC Wealth Management reported no remaining Hewlett Packard position as of Q4 2020 after selling out during the quarter.
BNC Wealth Management sold 2,501 Hewlett Packard shares in Q4 2020, an estimated $23K.
BNC Wealth Management first reported a position in Hewlett Packard in Q3 2020 and held it in 1 quarter.
BNC Wealth Management's Hewlett Packard position peaked at $23K in Q3 2020.
760 funds tracked by Wall St. Rank held Hewlett Packard as of Q4 2020.

Based on BNC Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.