CIAS
HPE icon

CFS Investment Advisory Services’s Hewlett Packard HPE Stock Holding History

CFS Investment Advisory Services’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
2022
Q4 		– Sell
-14,831
Closed -$1K – 180
2022
Q3 		$1K Buy
+14,831
New +$202K ﹤0.01% 194

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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

CFS Investment Advisory Services's HPE Position: Q4 2022 in Review

CFS Investment Advisory Services sold out of Hewlett Packard (HPE) in Q4 2022, closing a stake of 14,831 shares — an estimated $1K sold.

CFS Investment Advisory Services first reported a position in HPE in Q3 2022 and held it in 1 quarter. The position peaked at $1K in Q3 2022. 847 funds tracked by Wall St. Rank hold HPE as of Q4 2022.

  • CFS Investment Advisory Services reported no remaining Hewlett Packard position as of Q4 2022 after selling out during the quarter.
  • CFS Investment Advisory Services sold 14,831 Hewlett Packard shares in Q4 2022, an estimated $1K.
  • CFS Investment Advisory Services first reported a position in Hewlett Packard in Q3 2022 and held it in 1 quarter.
  • CFS Investment Advisory Services's Hewlett Packard position peaked at $1K in Q3 2022.
  • 847 funds tracked by Wall St. Rank held Hewlett Packard as of Q4 2022.

Based on CFS Investment Advisory Services's 13F filing for Q4 2022, filed 13 Feb 2023.