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Liberty Wealth Management’s Hewlett Packard HPE Stock Holding History

Liberty 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
-11,175
Closed -$186K – 156
2022
Q1 		$186K Buy
11,175
+254
+2% +$4.26K 0.07% 153
2021
Q4 		$172 Sell
10,921
-4,286
-28% -$64.6K 0.01% 165
2021
Q3 		$215K Buy
15,207
+6,004
+65% +$86.7K 0.08% 155
2021
Q2 		$135K Buy
9,203
+3,454
+60% +$54.5K 0.05% 178
2021
Q1 		$71K Hold
5,749
– – 0.03% 225
2020
Q4 		$71K Buy
5,749
+65
+1% +$682 0.03% 223
2020
Q3 		$53K Buy
5,684
+536
+10% +$5.12K 0.03% 222
2020
Q2 		$50K Buy
5,148
+27
+0.5% +$265 0.04% 223
2020
Q1 		$50K Sell
5,121
-160
-3% -$2.1K 0.04% 210
2019
Q4 		$84K Buy
5,281
+2,204
+72% +$35.2K 0.07% 181
2019
Q3 		$47K Sell
3,077
-3,673
-54% -$52.2K 0.04% 233
2019
Q2 		$101K Buy
6,750
+4,005
+146% +$60.7K 0.09% 167
2019
Q1 		$42K Buy
2,745
+126
+5% +$1.94K 0.03% 223
2018
Q4 		$34K Buy
+2,619
New +$39.2K 0.03% 237

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
Amundi
Amundi Paris, France $367B AUM 31.23% 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

Liberty Wealth Management's HPE Position: Q2 2022 in Review

Liberty Wealth Management sold out of Hewlett Packard (HPE) in Q2 2022, closing a stake of 11,175 shares — an estimated $186K sold.

Liberty Wealth Management first reported a position in HPE in Q4 2018 and held it in 14 quarters. The position peaked at $215K in Q3 2021. 820 funds tracked by Wall St. Rank hold HPE as of Q2 2022.

  • Liberty Wealth Management reported no remaining Hewlett Packard position as of Q2 2022 after selling out during the quarter.
  • Liberty Wealth Management sold 11,175 Hewlett Packard shares in Q2 2022, an estimated $186K.
  • Liberty Wealth Management first reported a position in Hewlett Packard in Q4 2018 and held it in 14 quarters.
  • Liberty Wealth Management's Hewlett Packard position peaked at $215K in Q3 2021.
  • 820 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2022.

Based on Liberty Wealth Management's 13F filing for Q2 2022, filed 15 Aug 2022.