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Clearview Wealth Advisors’s Hewlett Packard HPE Stock Holding History

Clearview Wealth Advisors’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
Q3 		– Sell
-120
Closed -$2.01K – 337
2023
Q2 		$2.01K Buy
120
+2
+2% +$31 ﹤0.01% 533
2023
Q1 		$1.9K Hold
118
– – ﹤0.01% 525
2022
Q4 		$1.89K Buy
118
+2
+2% +$29 ﹤0.01% 483
2022
Q3 		$1K Buy
116
+1
+0.9% +$14 ﹤0.01% 528
2022
Q2 		$2K Hold
115
– – ﹤0.01% 496
2022
Q1 		$2K Buy
115
+1
+0.9% +$17 ﹤0.01% 524
2021
Q4 		$2K Sell
114
-905
-89% -$13.6K ﹤0.01% 587
2021
Q3 		$15K Buy
1,019
+131
+15% +$1.89K 0.01% 368
2021
Q2 		$13K Buy
888
+152
+21% +$2.4K 0.01% 384
2021
Q1 		$12K Buy
736
+500
+212% +$6.92K 0.01% 384
2020
Q4 		$3K Buy
+236
New +$2.48K ﹤0.01% 482

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Clearview Wealth Advisors's HPE Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Hewlett Packard (HPE) in Q3 2023, closing a stake of 120 shares — an estimated $2.01K sold.

Clearview Wealth Advisors first reported a position in HPE in Q4 2020 and held it in 11 quarters. The position peaked at $15K in Q3 2021. 856 funds tracked by Wall St. Rank hold HPE as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining Hewlett Packard position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 120 Hewlett Packard shares in Q3 2023, an estimated $2.01K.
  • Clearview Wealth Advisors first reported a position in Hewlett Packard in Q4 2020 and held it in 11 quarters.
  • Clearview Wealth Advisors's Hewlett Packard position peaked at $15K in Q3 2021.
  • 856 funds tracked by Wall St. Rank held Hewlett Packard as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.