GWAG
HPE icon

Garrett Wealth Advisory Group’s Hewlett Packard HPE Stock Holding History

Garrett Wealth Advisory Group’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
2019
Q4 		– Sell
-1,170
Closed -$17.7K – 304
2019
Q3 		$17.7K Buy
+1,170
New +$16.6K 0.01% 219

Other funds holding HPE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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

Garrett Wealth Advisory Group's HPE Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of Hewlett Packard (HPE) in Q4 2019, closing a stake of 1,170 shares — an estimated $17.7K sold.

Garrett Wealth Advisory Group first reported a position in HPE in Q3 2019 and held it in 1 quarter. The position peaked at $17.7K in Q3 2019. 794 funds tracked by Wall St. Rank hold HPE as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining Hewlett Packard position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 1,170 Hewlett Packard shares in Q4 2019, an estimated $17.7K.
  • Garrett Wealth Advisory Group first reported a position in Hewlett Packard in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's Hewlett Packard position peaked at $17.7K in Q3 2019.
  • 794 funds tracked by Wall St. Rank held Hewlett Packard as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.