CWP
HPE icon

CFM Wealth Partners’s Hewlett Packard HPE Stock Holding History

CFM Wealth Partners’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
Q3 		– Sell
-135
Closed -$1K – 285
2020
Q2 		$1K Hold
135
– – ﹤0.01% 485
2020
Q1 		$1K Hold
135
– – ﹤0.01% 518
2019
Q4 		$2K Buy
+135
New +$2.16K ﹤0.01% 474

Other funds holding HPE

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

CFM Wealth Partners's HPE Position: Q3 2020 in Review

CFM Wealth Partners sold out of Hewlett Packard (HPE) in Q3 2020, closing a stake of 135 shares — an estimated $1K sold.

CFM Wealth Partners first reported a position in HPE in Q4 2019 and held it in 3 quarters. The position peaked at $2K in Q4 2019. 722 funds tracked by Wall St. Rank hold HPE as of Q3 2020.

  • CFM Wealth Partners reported no remaining Hewlett Packard position as of Q3 2020 after selling out during the quarter.
  • CFM Wealth Partners sold 135 Hewlett Packard shares in Q3 2020, an estimated $1K.
  • CFM Wealth Partners first reported a position in Hewlett Packard in Q4 2019 and held it in 3 quarters.
  • CFM Wealth Partners's Hewlett Packard position peaked at $2K in Q4 2019.
  • 722 funds tracked by Wall St. Rank held Hewlett Packard as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.