Curi Wealth Management’s Hewlett Packard HPE Stock Holding History

Curi 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
2022 Q3	–	Sell	-209	Closed	-$3K	–	410
2022 Q2	$3K	Buy	209 +175	+515%	+$2.65K	﹤0.01%	491
2022 Q1	$0	Hold	34	–	–	﹤0.01%	573
2021 Q4	$0	Buy	+34	New	+$513	﹤0.01%	535
2021 Q1	–	Sell	-34	Closed	–	–	265
2020 Q4	$0	Buy	+34	New	+$357	﹤0.01%	444

Other funds holding HPE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Curi Wealth Management's HPE Position: Q3 2022 in Review

Curi Wealth Management sold out of Hewlett Packard (HPE) in Q3 2022, closing a stake of 209 shares — an estimated $3K sold.

Curi Wealth Management first reported a position in HPE in Q4 2020 and held it in 4 quarters. The position peaked at $3K in Q2 2022. 793 funds tracked by Wall St. Rank hold HPE as of Q3 2022.

Curi Wealth Management reported no remaining Hewlett Packard position as of Q3 2022 after selling out during the quarter.
Curi Wealth Management sold 209 Hewlett Packard shares in Q3 2022, an estimated $3K.
Curi Wealth Management first reported a position in Hewlett Packard in Q4 2020 and held it in 4 quarters.
Curi Wealth Management's Hewlett Packard position peaked at $3K in Q2 2022.
793 funds tracked by Wall St. Rank held Hewlett Packard as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.