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First Foundation Advisors’s Hewlett Packard HPE Stock Holding History

First Foundation 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
Q2 		– Sell
-11,502
Closed -$181K – 457
2021
Q1 		$181K Sell
11,502
-567
-5% -$7.85K 0.01% 402
2020
Q4 		$143K Buy
12,069
+1,313
+12% +$13.8K 0.01% 399
2020
Q3 		$101K Buy
10,756
+451
+4% +$4.31K ﹤0.01% 363
2020
Q2 		$100K Buy
+10,305
New +$101K 0.01% 346

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

First Foundation Advisors's HPE Position: Q2 2021 in Review

First Foundation Advisors sold out of Hewlett Packard (HPE) in Q2 2021, closing a stake of 11,502 shares — an estimated $181K sold.

First Foundation Advisors first reported a position in HPE in Q2 2020 and held it in 4 quarters. The position peaked at $181K in Q1 2021. 785 funds tracked by Wall St. Rank hold HPE as of Q2 2021.

  • First Foundation Advisors reported no remaining Hewlett Packard position as of Q2 2021 after selling out during the quarter.
  • First Foundation Advisors sold 11,502 Hewlett Packard shares in Q2 2021, an estimated $181K.
  • First Foundation Advisors first reported a position in Hewlett Packard in Q2 2020 and held it in 4 quarters.
  • First Foundation Advisors's Hewlett Packard position peaked at $181K in Q1 2021.
  • 785 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2021.

Based on First Foundation Advisors's 13F filing for Q2 2021, filed 13 Aug 2021.