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Compass Wealth Management’s Hewlett Packard HPE Stock Holding History

Compass Wealth Management’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
-1,300
Closed -$20.7K – 417
2022
Q4 		$20.7K Buy
+1,300
New +$19.2K 0.01% 316

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
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

Compass Wealth Management's HPE Position: Q1 2023 in Review

Compass Wealth Management sold out of Hewlett Packard (HPE) in Q1 2023, closing a stake of 1,300 shares — an estimated $20.7K sold.

Compass Wealth Management first reported a position in HPE in Q4 2022 and held it in 1 quarter. The position peaked at $20.7K in Q4 2022. 840 funds tracked by Wall St. Rank hold HPE as of Q1 2023.

  • Compass Wealth Management reported no remaining Hewlett Packard position as of Q1 2023 after selling out during the quarter.
  • Compass Wealth Management sold 1,300 Hewlett Packard shares in Q1 2023, an estimated $20.7K.
  • Compass Wealth Management first reported a position in Hewlett Packard in Q4 2022 and held it in 1 quarter.
  • Compass Wealth Management's Hewlett Packard position peaked at $20.7K in Q4 2022.
  • 840 funds tracked by Wall St. Rank held Hewlett Packard as of Q1 2023.

Based on Compass Wealth Management's 13F filing for Q1 2023, filed 15 May 2023.