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Cyndeo Wealth Partners’s Hewlett Packard HPE Stock Holding History

Cyndeo Wealth Partners’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
Q4 		– Sell
-252,665
Closed -$4.39M – 372
2023
Q3 		$4.39M Buy
252,665
+6,203
+3% +$107K 0.46% 68
2023
Q2 		$4.14M Buy
246,462
+4,289
+2% +$65.6K 0.43% 70
2023
Q1 		$3.86M Sell
242,173
-21,500
-8% -$338K 0.42% 77
2022
Q4 		$4.21M Buy
+263,673
New +$3.89M 0.49% 67

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Cyndeo Wealth Partners's HPE Position: Q4 2023 in Review

Cyndeo Wealth Partners sold out of Hewlett Packard (HPE) in Q4 2023, closing a stake of 252,665 shares — an estimated $4.39M sold.

Cyndeo Wealth Partners first reported a position in HPE in Q4 2022 and held it in 4 quarters. The position peaked at $4.39M in Q3 2023. 900 funds tracked by Wall St. Rank hold HPE as of Q4 2023.

  • Cyndeo Wealth Partners reported no remaining Hewlett Packard position as of Q4 2023 after selling out during the quarter.
  • Cyndeo Wealth Partners sold 252,665 Hewlett Packard shares in Q4 2023, an estimated $4.39M.
  • Cyndeo Wealth Partners first reported a position in Hewlett Packard in Q4 2022 and held it in 4 quarters.
  • Cyndeo Wealth Partners's Hewlett Packard position peaked at $4.39M in Q3 2023.
  • 900 funds tracked by Wall St. Rank held Hewlett Packard as of Q4 2023.

Based on Cyndeo Wealth Partners's 13F filing for Q4 2023, filed 12 Jan 2024.