Lake Point Wealth Management’s Hewlett Packard HPE Stock Holding History

Lake Point 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	$31K	Hold	2,350	–	–	0.02%	90
2022 Q1	$39K	Hold	2,350	–	–	0.02%	75
2021 Q4	$37K	Hold	2,350	–	–	0.02%	83
2021 Q3	$33K	Hold	2,350	–	–	0.02%	77
2021 Q2	$34K	Buy	+2,350	New	+$37.1K	0.02%	83
2020 Q1	$23K	Hold	2,350	–	–	0.02%	75
2019 Q4	$37K	Buy	+2,350	New	+$37.5K	0.01%	142
2019 Q2	$46K	Hold	3,079	–	–	0.02%	144
2019 Q1	$46K	Sell	3,079 -4,898	-61%	-$75.5K	0.02%	144
2018 Q4	$105K	Buy	+7,977	New	+$119K	0.04%	205

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

Lake Point Wealth Management's HPE Position: Q2 2022 in Review

Lake Point Wealth Management held its Hewlett Packard (HPE) position steady in Q2 2022 at 2,350 shares worth $31K. The position accounts for 0.02% of the portfolio, ranked #90.

Lake Point Wealth Management first reported a position in HPE in Q4 2018 and has held it in 10 quarters since. The position peaked at $105K in Q4 2018. 820 funds tracked by Wall St. Rank hold HPE as of Q2 2022.

Lake Point Wealth Management held 2,350 shares of Hewlett Packard worth $31K as of Q2 2022.
Lake Point Wealth Management left its Hewlett Packard share count unchanged in Q2 2022.
Hewlett Packard made up 0.02% of Lake Point Wealth Management's portfolio in Q2 2022, its #90 holding.
Lake Point Wealth Management first reported a position in Hewlett Packard in Q4 2018 and has held it in 10 quarters since.
Lake Point Wealth Management's Hewlett Packard position peaked at $105K in Q4 2018.
820 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.