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Caliber Wealth Management (Utah)’s Hewlett Packard HPE Stock Holding History

Caliber Wealth Management (Utah)’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
Q1 		– Sell
-20,306
Closed -$324K – 75
2022
Q4 		$324K Buy
+20,306
New +$299K 0.25% 72

Other funds holding HPE

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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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Caliber Wealth Management (Utah)'s HPE Position: Q1 2023 in Review

Caliber Wealth Management (Utah) sold out of Hewlett Packard (HPE) in Q1 2023, closing a stake of 20,306 shares — an estimated $324K sold.

Caliber Wealth Management (Utah) first reported a position in HPE in Q4 2022 and held it in 1 quarter. The position peaked at $324K in Q4 2022. 840 funds tracked by Wall St. Rank hold HPE as of Q1 2023.

  • Caliber Wealth Management (Utah) reported no remaining Hewlett Packard position as of Q1 2023 after selling out during the quarter.
  • Caliber Wealth Management (Utah) sold 20,306 Hewlett Packard shares in Q1 2023, an estimated $324K.
  • Caliber Wealth Management (Utah) first reported a position in Hewlett Packard in Q4 2022 and held it in 1 quarter.
  • Caliber Wealth Management (Utah)'s Hewlett Packard position peaked at $324K in Q4 2022.
  • 840 funds tracked by Wall St. Rank held Hewlett Packard as of Q1 2023.

Based on Caliber Wealth Management (Utah)'s 13F filing for Q1 2023, filed 10 Apr 2023.