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Connectus Wealth’s Hewlett Packard HPE Stock Holding History

Connectus Wealth’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
Q3 		– Sell
-18,329
Closed -$243K – 518
2022
Q2 		$243K Buy
18,329
+74
+0.4% +$1.12K 0.01% 396
2022
Q1 		$288K Sell
18,255
-300
-2% -$5.03K 0.01% 329
2021
Q4 		$293K Buy
+18,555
New +$280K 0.01% 305

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

Connectus Wealth's HPE Position: Q3 2022 in Review

Connectus Wealth sold out of Hewlett Packard (HPE) in Q3 2022, closing a stake of 18,329 shares — an estimated $243K sold.

Connectus Wealth first reported a position in HPE in Q4 2021 and held it in 3 quarters. The position peaked at $293K in Q4 2021. 793 funds tracked by Wall St. Rank hold HPE as of Q3 2022.

  • Connectus Wealth reported no remaining Hewlett Packard position as of Q3 2022 after selling out during the quarter.
  • Connectus Wealth sold 18,329 Hewlett Packard shares in Q3 2022, an estimated $243K.
  • Connectus Wealth first reported a position in Hewlett Packard in Q4 2021 and held it in 3 quarters.
  • Connectus Wealth's Hewlett Packard position peaked at $293K in Q4 2021.
  • 793 funds tracked by Wall St. Rank held Hewlett Packard as of Q3 2022.

Based on Connectus Wealth's 13F filing for Q3 2022, filed 10 Nov 2022.