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Fiduciary Alliance’s Hewlett Packard HPE Stock Holding History

Fiduciary Alliance’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
Q3 		– Sell
-62
Closed -$1.04K – 496
2023
Q2 		$1.04K Buy
+62
New +$948 ﹤0.01% 856
2023
Q1 		– Sell
-62
Closed -$990 – 443
2022
Q4 		$990 Buy
+62
New +$914 ﹤0.01% 780

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
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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Fiduciary Alliance's HPE Position: Q3 2023 in Review

Fiduciary Alliance sold out of Hewlett Packard (HPE) in Q3 2023, closing a stake of 62 shares — an estimated $1.04K sold.

Fiduciary Alliance first reported a position in HPE in Q4 2022 and held it in 2 quarters. The position peaked at $1.04K in Q2 2023. 856 funds tracked by Wall St. Rank hold HPE as of Q3 2023.

  • Fiduciary Alliance reported no remaining Hewlett Packard position as of Q3 2023 after selling out during the quarter.
  • Fiduciary Alliance sold 62 Hewlett Packard shares in Q3 2023, an estimated $1.04K.
  • Fiduciary Alliance first reported a position in Hewlett Packard in Q4 2022 and held it in 2 quarters.
  • Fiduciary Alliance's Hewlett Packard position peaked at $1.04K in Q2 2023.
  • 856 funds tracked by Wall St. Rank held Hewlett Packard as of Q3 2023.

Based on Fiduciary Alliance's 13F filing for Q3 2023, filed 18 Oct 2023.