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Lineweaver Wealth Advisors’s Hewlett Packard HPE Stock Holding History

Lineweaver Wealth Advisors’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
-10,089
Closed -$143K – 139
2021
Q3 		$143K Sell
10,089
-3,298
-25% -$47.6K 0.04% 136
2021
Q2 		$195K Buy
+13,387
New +$211K 0.06% 121

Other funds holding HPE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Lineweaver Wealth Advisors's HPE Position: Q4 2021 in Review

Lineweaver Wealth Advisors sold out of Hewlett Packard (HPE) in Q4 2021, closing a stake of 10,089 shares — an estimated $143K sold.

Lineweaver Wealth Advisors first reported a position in HPE in Q2 2021 and held it in 2 quarters. The position peaked at $195K in Q2 2021. 833 funds tracked by Wall St. Rank hold HPE as of Q4 2021.

  • Lineweaver Wealth Advisors reported no remaining Hewlett Packard position as of Q4 2021 after selling out during the quarter.
  • Lineweaver Wealth Advisors sold 10,089 Hewlett Packard shares in Q4 2021, an estimated $143K.
  • Lineweaver Wealth Advisors first reported a position in Hewlett Packard in Q2 2021 and held it in 2 quarters.
  • Lineweaver Wealth Advisors's Hewlett Packard position peaked at $195K in Q2 2021.
  • 833 funds tracked by Wall St. Rank held Hewlett Packard as of Q4 2021.

Based on Lineweaver Wealth Advisors's 13F filing for Q4 2021, filed 31 Jan 2022.