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Evolution Wealth Advisors’s Hewlett Packard HPE Stock Holding History

Evolution Wealth Advisors’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
2021
Q4 		– Sell
-310
Closed -$4K – 362
2021
Q3 		$4K Hold
310
– – ﹤0.01% 555
2021
Q2 		$5K Hold
310
– – ﹤0.01% 515
2021
Q1 		$5K Hold
310
– – ﹤0.01% 526
2020
Q4 		$4K Buy
+310
New +$3.25K ﹤0.01% 478
2020
Q1 		– Sell
-238
Closed -$4K – 459
2019
Q4 		$4K Buy
238
+95
+66% +$1.52K ﹤0.01% 448
2019
Q3 		$2K Buy
+143
New +$2.03K ﹤0.01% 413

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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Evolution Wealth Advisors's HPE Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Hewlett Packard (HPE) in Q4 2021, closing a stake of 310 shares — an estimated $4K sold.

Evolution Wealth Advisors first reported a position in HPE in Q3 2019 and held it in 6 quarters. The position peaked at $5K in Q2 2021. 833 funds tracked by Wall St. Rank hold HPE as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining Hewlett Packard position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 310 Hewlett Packard shares in Q4 2021, an estimated $4K.
  • Evolution Wealth Advisors first reported a position in Hewlett Packard in Q3 2019 and held it in 6 quarters.
  • Evolution Wealth Advisors's Hewlett Packard position peaked at $5K in Q2 2021.
  • 833 funds tracked by Wall St. Rank held Hewlett Packard as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.