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Hoover Financial Advisors’s Hewlett Packard HPE Stock Holding History

Hoover 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
Q2 		$90K Hold
6,170
– – 0.02% 213
2021
Q1 		$100K Hold
6,170
– – 0.02% 193
2020
Q4 		$77K Buy
+6,170
New +$64.8K 0.02% 201
2020
Q3 		– Sell
-6,170
Closed -$60K – 317
2020
Q2 		$60K Buy
+6,170
New +$60.6K 0.02% 174

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

Hoover Financial Advisors's HPE Position: Q2 2021 in Review

Hoover Financial Advisors held its Hewlett Packard (HPE) position steady in Q2 2021 at 6,170 shares worth $90K. The position accounts for 0.02% of the portfolio, ranked #213.

Hoover Financial Advisors first reported a position in HPE in Q2 2020 and has held it in 4 quarters since. The position peaked at $100K in Q1 2021. 785 funds tracked by Wall St. Rank hold HPE as of Q2 2021.

  • Hoover Financial Advisors held 6,170 shares of Hewlett Packard worth $90K as of Q2 2021.
  • Hoover Financial Advisors left its Hewlett Packard share count unchanged in Q2 2021.
  • Hewlett Packard made up 0.02% of Hoover Financial Advisors's portfolio in Q2 2021, its #213 holding.
  • Hoover Financial Advisors first reported a position in Hewlett Packard in Q2 2020 and has held it in 4 quarters since.
  • Hoover Financial Advisors's Hewlett Packard position peaked at $100K in Q1 2021.
  • 785 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.