LWM Advisory Services’s Hewlett Packard HPE Stock Holding History

LWM Advisory Services’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 Q4	–	Sell	-34,987	Closed	-$419K	–	104
2022 Q3	$419K	Buy	34,987 +1,504	+4%	+$20.4K	0.47%	64
2022 Q2	$444K	Buy	33,483 +3,311	+11%	+$50.2K	0.53%	58
2022 Q1	$504K	Buy	30,172 +11,451	+61%	+$192K	0.63%	45
2021 Q4	$295K	Buy	+18,721	New	+$282K	0.37%	80

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 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

LWM Advisory Services's HPE Position: Q4 2022 in Review

LWM Advisory Services sold out of Hewlett Packard (HPE) in Q4 2022, closing a stake of 34,987 shares — an estimated $419K sold.

LWM Advisory Services first reported a position in HPE in Q4 2021 and held it in 4 quarters. The position peaked at $504K in Q1 2022. 847 funds tracked by Wall St. Rank hold HPE as of Q4 2022.

LWM Advisory Services reported no remaining Hewlett Packard position as of Q4 2022 after selling out during the quarter.
LWM Advisory Services sold 34,987 Hewlett Packard shares in Q4 2022, an estimated $419K.
LWM Advisory Services first reported a position in Hewlett Packard in Q4 2021 and held it in 4 quarters.
LWM Advisory Services's Hewlett Packard position peaked at $504K in Q1 2022.
847 funds tracked by Wall St. Rank held Hewlett Packard as of Q4 2022.

Based on LWM Advisory Services's 13F filing for Q4 2022, filed 7 Feb 2023.