Certified Advisory Corp’s Hewlett Packard HPE Stock Holding History

Certified Advisory Corp’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 Q2	$6K	Buy	639 +349	+120%	+$3.43K	﹤0.01%	617
2020 Q1	$3K	Sell	290 -1,278	-82%	-$16.7K	﹤0.01%	661
2019 Q4	$25K	Buy	1,568 +109	+7%	+$1.74K	0.01%	432
2019 Q3	$22K	Buy	+1,459	New	+$20.7K	0.01%	469
2018 Q4	–	Sell	-63	Closed	-$1K	–	762
2018 Q3	$1K	Hold	63	–	–	﹤0.01%	746
2018 Q2	$1K	Hold	63	–	–	﹤0.01%	734
2018 Q1	$1K	Sell	63 -147	-70%	-$2.5K	﹤0.01%	699
2017 Q4	$3K	Buy	+210	New	+$2.98K	﹤0.01%	602

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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Certified Advisory Corp's HPE Position: Q2 2020 in Review

Certified Advisory Corp increased its Hewlett Packard (HPE) stake by 120% in Q2 2020, buying an estimated $3.43K and bringing the position to 639 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #617.

Certified Advisory Corp first reported a position in HPE in Q4 2017 and has held it in 8 quarters since. The position peaked at $25K in Q4 2019. 722 funds tracked by Wall St. Rank hold HPE as of Q2 2020.

Certified Advisory Corp held 639 shares of Hewlett Packard worth $6K as of Q2 2020.
Certified Advisory Corp bought 349 Hewlett Packard shares in Q2 2020, an estimated $3.43K.
Hewlett Packard made up ﹤0.01% of Certified Advisory Corp's portfolio in Q2 2020, its #617 holding.
Certified Advisory Corp first reported a position in Hewlett Packard in Q4 2017 and has held it in 8 quarters since.
Certified Advisory Corp's Hewlett Packard position peaked at $25K in Q4 2019.
722 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2020.

Based on Certified Advisory Corp's 13F filing for Q2 2020, filed 27 Jul 2020.