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HC Financial Advisors’s Hewlett Packard HPE Stock Holding History

HC Financial 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
Q3 		– Sell
-20
Closed – – 338
2021
Q2 		$0 Hold
20
– – ﹤0.01% 342
2021
Q1 		$0 Hold
20
– – ﹤0.01% 349
2020
Q4 		$0 Sell
20
-867
-98% -$9.1K ﹤0.01% 366
2020
Q3 		$8K Hold
887
– – 0.01% 277
2020
Q2 		$9K Hold
887
– – 0.01% 249
2020
Q1 		$9K Buy
+887
New +$11.6K 0.01% 246

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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

HC Financial Advisors's HPE Position: Q3 2021 in Review

HC Financial Advisors sold out of Hewlett Packard (HPE) in Q3 2021, closing a stake of 20 shares.

HC Financial Advisors first reported a position in HPE in Q1 2020 and held it in 6 quarters. The position peaked at $9K in Q2 2020. 768 funds tracked by Wall St. Rank hold HPE as of Q3 2021.

  • HC Financial Advisors reported no remaining Hewlett Packard position as of Q3 2021 after selling out during the quarter.
  • HC Financial Advisors sold 20 Hewlett Packard shares in Q3 2021.
  • HC Financial Advisors first reported a position in Hewlett Packard in Q1 2020 and held it in 6 quarters.
  • HC Financial Advisors's Hewlett Packard position peaked at $9K in Q2 2020.
  • 768 funds tracked by Wall St. Rank held Hewlett Packard as of Q3 2021.

Based on HC Financial Advisors's 13F filing for Q3 2021, filed 19 Oct 2021.