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Litman Gregory Wealth Management’s Hewlett Packard HPE Stock Holding History

Litman Gregory 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
2021
Q2 		– Sell
-100
Closed -$2K – 113
2021
Q1 		$2K Hold
100
– – ﹤0.01% 180
2020
Q4 		$1K Hold
100
– – ﹤0.01% 187
2020
Q3 		$1K Buy
+100
New +$955 ﹤0.01% 201

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Litman Gregory Wealth Management's HPE Position: Q2 2021 in Review

Litman Gregory Wealth Management sold out of Hewlett Packard (HPE) in Q2 2021, closing a stake of 100 shares — an estimated $2K sold.

Litman Gregory Wealth Management first reported a position in HPE in Q3 2020 and held it in 3 quarters. The position peaked at $2K in Q1 2021. 785 funds tracked by Wall St. Rank hold HPE as of Q2 2021.

  • Litman Gregory Wealth Management reported no remaining Hewlett Packard position as of Q2 2021 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 100 Hewlett Packard shares in Q2 2021, an estimated $2K.
  • Litman Gregory Wealth Management first reported a position in Hewlett Packard in Q3 2020 and held it in 3 quarters.
  • Litman Gregory Wealth Management's Hewlett Packard position peaked at $2K in Q1 2021.
  • 785 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2021.

Based on Litman Gregory Wealth Management's 13F filing for Q2 2021, filed 27 Jul 2021.