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Ironwood Financial’s Hewlett Packard HPE Stock Holding History

Ironwood Financial’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
Q4 		– Sell
-4,186
Closed -$60K – 293
2021
Q3 		$60K Hold
4,186
– – 0.02% 185
2021
Q2 		$61K Buy
4,186
+1,447
+53% +$22.9K 0.02% 177
2021
Q1 		$43K Hold
2,739
– – 0.01% 184
2020
Q4 		$32K Buy
+2,739
New +$28.7K 0.01% 197

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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Ironwood Financial's HPE Position: Q4 2021 in Review

Ironwood Financial sold out of Hewlett Packard (HPE) in Q4 2021, closing a stake of 4,186 shares — an estimated $60K sold.

Ironwood Financial first reported a position in HPE in Q4 2020 and held it in 4 quarters. The position peaked at $61K in Q2 2021. 833 funds tracked by Wall St. Rank hold HPE as of Q4 2021.

  • Ironwood Financial reported no remaining Hewlett Packard position as of Q4 2021 after selling out during the quarter.
  • Ironwood Financial sold 4,186 Hewlett Packard shares in Q4 2021, an estimated $60K.
  • Ironwood Financial first reported a position in Hewlett Packard in Q4 2020 and held it in 4 quarters.
  • Ironwood Financial's Hewlett Packard position peaked at $61K in Q2 2021.
  • 833 funds tracked by Wall St. Rank held Hewlett Packard as of Q4 2021.

Based on Ironwood Financial's 13F filing for Q4 2021, filed 28 Jan 2022.