Iron Horse Wealth Management’s Hewlett Packard HPE Stock Holding History

Iron Horse Wealth Management’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
2022 Q2	–	Sell	-73	Closed	-$1K	–	276
2022 Q1	$1K	Hold	73	–	–	﹤0.01%	205
2021 Q4	$1K	Hold	73	–	–	﹤0.01%	192
2021 Q3	$1K	Hold	73	–	–	﹤0.01%	177
2021 Q2	$1K	Hold	73	–	–	﹤0.01%	175
2021 Q1	$1K	Hold	73	–	–	﹤0.01%	168
2020 Q4	$1K	Buy	+73	New	+$766	﹤0.01%	159

Other funds holding HPE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Iron Horse Wealth Management's HPE Position: Q2 2022 in Review

Iron Horse Wealth Management sold out of Hewlett Packard (HPE) in Q2 2022, closing a stake of 73 shares — an estimated $1K sold.

Iron Horse Wealth Management first reported a position in HPE in Q4 2020 and held it in 6 quarters. The position peaked at $1K in Q1 2022. 820 funds tracked by Wall St. Rank hold HPE as of Q2 2022.

Iron Horse Wealth Management reported no remaining Hewlett Packard position as of Q2 2022 after selling out during the quarter.
Iron Horse Wealth Management sold 73 Hewlett Packard shares in Q2 2022, an estimated $1K.
Iron Horse Wealth Management first reported a position in Hewlett Packard in Q4 2020 and held it in 6 quarters.
Iron Horse Wealth Management's Hewlett Packard position peaked at $1K in Q1 2022.
820 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2022.

Based on Iron Horse Wealth Management's 13F filing for Q2 2022, filed 4 Aug 2022.