EWP
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Engrave Wealth Partners’s Hewlett Packard HPE Stock Holding History

Engrave 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
2020
Q3 		– Sell
-3,488
Closed -$33K – 223
2020
Q2 		$33K Buy
3,488
+2,688
+336% +$26.4K 0.03% 139
2020
Q1 		$7K Sell
800
-1,000
-56% -$13.1K 0.01% 234
2019
Q4 		$28K Buy
+1,800
New +$28.8K 0.03% 183

Other funds holding HPE

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Engrave Wealth Partners's HPE Position: Q3 2020 in Review

Engrave Wealth Partners sold out of Hewlett Packard (HPE) in Q3 2020, closing a stake of 3,488 shares — an estimated $33K sold.

Engrave Wealth Partners first reported a position in HPE in Q4 2019 and held it in 3 quarters. The position peaked at $33K in Q2 2020. 722 funds tracked by Wall St. Rank hold HPE as of Q3 2020.

  • Engrave Wealth Partners reported no remaining Hewlett Packard position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 3,488 Hewlett Packard shares in Q3 2020, an estimated $33K.
  • Engrave Wealth Partners first reported a position in Hewlett Packard in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's Hewlett Packard position peaked at $33K in Q2 2020.
  • 722 funds tracked by Wall St. Rank held Hewlett Packard as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.