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Goodwin Investment Advisory’s Hewlett Packard HPE Stock Holding History

Goodwin Investment Advisory’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
Q1 		– Sell
-188
Closed -$3K – 147
2022
Q4 		$3K Hold
188
– – ﹤0.01% 187
2022
Q3 		$2K Buy
+188
New +$2.56K ﹤0.01% 194

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Goodwin Investment Advisory's HPE Position: Q1 2023 in Review

Goodwin Investment Advisory sold out of Hewlett Packard (HPE) in Q1 2023, closing a stake of 188 shares — an estimated $3K sold.

Goodwin Investment Advisory first reported a position in HPE in Q3 2022 and held it in 2 quarters. The position peaked at $3K in Q4 2022. 840 funds tracked by Wall St. Rank hold HPE as of Q1 2023.

  • Goodwin Investment Advisory reported no remaining Hewlett Packard position as of Q1 2023 after selling out during the quarter.
  • Goodwin Investment Advisory sold 188 Hewlett Packard shares in Q1 2023, an estimated $3K.
  • Goodwin Investment Advisory first reported a position in Hewlett Packard in Q3 2022 and held it in 2 quarters.
  • Goodwin Investment Advisory's Hewlett Packard position peaked at $3K in Q4 2022.
  • 840 funds tracked by Wall St. Rank held Hewlett Packard as of Q1 2023.

Based on Goodwin Investment Advisory's 13F filing for Q1 2023, filed 15 May 2023.