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Moss Adams Wealth Advisors’s Hewlett Packard HPE Stock Holding History

Moss Adams 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
2023
Q3 		– Sell
-10,366
Closed -$175K – 169
2023
Q2 		$175K Sell
10,366
-2,249
-18% -$34.4K 0.06% 94
2023
Q1 		$202K Buy
12,615
+384
+3% +$6.03K 0.07% 91
2022
Q4 		$197K Buy
+12,231
New +$180K 0.1% 102

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Moss Adams Wealth Advisors's HPE Position: Q3 2023 in Review

Moss Adams Wealth Advisors sold out of Hewlett Packard (HPE) in Q3 2023, closing a stake of 10,366 shares — an estimated $175K sold.

Moss Adams Wealth Advisors first reported a position in HPE in Q4 2022 and held it in 3 quarters. The position peaked at $202K in Q1 2023. 856 funds tracked by Wall St. Rank hold HPE as of Q3 2023.

  • Moss Adams Wealth Advisors reported no remaining Hewlett Packard position as of Q3 2023 after selling out during the quarter.
  • Moss Adams Wealth Advisors sold 10,366 Hewlett Packard shares in Q3 2023, an estimated $175K.
  • Moss Adams Wealth Advisors first reported a position in Hewlett Packard in Q4 2022 and held it in 3 quarters.
  • Moss Adams Wealth Advisors's Hewlett Packard position peaked at $202K in Q1 2023.
  • 856 funds tracked by Wall St. Rank held Hewlett Packard as of Q3 2023.

Based on Moss Adams Wealth Advisors's 13F filing for Q3 2023, filed 20 Dec 2023.