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Financial Architects (New Jersey)’s Hewlett Packard HPE Stock Holding History

Financial Architects (New Jersey)’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
-28
Closed – – 470
2020
Q2 		$0 Sell
28
-407
-94% -$4K ﹤0.01% 872
2020
Q1 		$4K Buy
435
+28
+7% +$367 ﹤0.01% 727
2019
Q4 		$6K Sell
407
-289
-42% -$4.62K ﹤0.01% 741
2019
Q3 		$11K Sell
696
-1,031
-60% -$14.7K ﹤0.01% 707
2019
Q2 		$26K Sell
1,727
-4,943
-74% -$74.9K ﹤0.01% 653
2019
Q1 		$103K Buy
6,670
+5,974
+858% +$92.1K 0.02% 444
2018
Q4 		$9K Hold
696
– – ﹤0.01% 1016
2018
Q3 		$11K Hold
696
– – ﹤0.01% 1092
2018
Q2 		$10K Sell
696
-93
-12% -$1.54K ﹤0.01% 987
2018
Q1 		$14K Buy
789
+300
+61% +$5.1K ﹤0.01% 982
2017
Q4 		$7K Buy
489
+300
+159% +$4.26K ﹤0.01% 1226
2017
Q3 		$3K Sell
189
-570
-75% -$7.78K ﹤0.01% 1363
2017
Q2 		$10K Sell
759
-289
-28% -$4.02K ﹤0.01% 1136
2017
Q1 		$14K Buy
1,048
+723
+222% +$9.71K ﹤0.01% 1044
2016
Q4 		$4K Sell
325
-188
-37% -$2.51K ﹤0.01% 1187
2016
Q3 		$7K Sell
513
-1,290
-72% -$15.9K ﹤0.01% 1069
2016
Q2 		$19K Buy
1,803
+132
+8% +$1.34K 0.01% 804
2016
Q1 		$17K Buy
+1,671
New +$14K 0.01% 621

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

Financial Architects (New Jersey)'s HPE Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of Hewlett Packard (HPE) in Q3 2020, closing a stake of 28 shares.

Financial Architects (New Jersey) first reported a position in HPE in Q1 2016 and held it in 18 quarters. The position peaked at $103K in Q1 2019. 722 funds tracked by Wall St. Rank hold HPE as of Q3 2020.

  • Financial Architects (New Jersey) reported no remaining Hewlett Packard position as of Q3 2020 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 28 Hewlett Packard shares in Q3 2020.
  • Financial Architects (New Jersey) first reported a position in Hewlett Packard in Q1 2016 and held it in 18 quarters.
  • Financial Architects (New Jersey)'s Hewlett Packard position peaked at $103K in Q1 2019.
  • 722 funds tracked by Wall St. Rank held Hewlett Packard as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.