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Confluence Wealth Services’s Hewlett Packard HPE Stock Holding History

Confluence Wealth 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
Q1 		– Sell
-1,232
Closed -$19K – 633
2021
Q4 		$19K Buy
+1,232
New +$18.6K 0.01% 747

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Confluence Wealth Services's HPE Position: Q1 2022 in Review

Confluence Wealth Services sold out of Hewlett Packard (HPE) in Q1 2022, closing a stake of 1,232 shares — an estimated $19K sold.

Confluence Wealth Services first reported a position in HPE in Q4 2021 and held it in 1 quarter. The position peaked at $19K in Q4 2021. 848 funds tracked by Wall St. Rank hold HPE as of Q1 2022.

  • Confluence Wealth Services reported no remaining Hewlett Packard position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 1,232 Hewlett Packard shares in Q1 2022, an estimated $19K.
  • Confluence Wealth Services first reported a position in Hewlett Packard in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's Hewlett Packard position peaked at $19K in Q4 2021.
  • 848 funds tracked by Wall St. Rank held Hewlett Packard as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.