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Laurel Wealth Planning’s Hewlett Packard HPE Stock Holding History

Laurel Wealth Planning’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
Q3 		– Sell
-61
Closed -$1K – 228
2022
Q2 		$1K Hold
61
– – ﹤0.01% 228
2022
Q1 		$1K Hold
61
– – ﹤0.01% 254
2021
Q4 		$1K Hold
61
– – ﹤0.01% 195
2021
Q3 		$1K Hold
61
– – ﹤0.01% 202
2021
Q2 		$1K Hold
61
– – ﹤0.01% 124
2021
Q1 		$1K Hold
61
– – ﹤0.01% 117
2020
Q4 		$1K Buy
+61
New +$640 ﹤0.01% 113

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Laurel Wealth Planning's HPE Position: Q3 2022 in Review

Laurel Wealth Planning sold out of Hewlett Packard (HPE) in Q3 2022, closing a stake of 61 shares — an estimated $1K sold.

Laurel Wealth Planning first reported a position in HPE in Q4 2020 and held it in 7 quarters. The position peaked at $1K in Q2 2022. 793 funds tracked by Wall St. Rank hold HPE as of Q3 2022.

  • Laurel Wealth Planning reported no remaining Hewlett Packard position as of Q3 2022 after selling out during the quarter.
  • Laurel Wealth Planning sold 61 Hewlett Packard shares in Q3 2022, an estimated $1K.
  • Laurel Wealth Planning first reported a position in Hewlett Packard in Q4 2020 and held it in 7 quarters.
  • Laurel Wealth Planning's Hewlett Packard position peaked at $1K in Q2 2022.
  • 793 funds tracked by Wall St. Rank held Hewlett Packard as of Q3 2022.

Based on Laurel Wealth Planning's 13F filing for Q3 2022, filed 2 Nov 2022.