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OneAscent Wealth Management’s Hewlett Packard HPE Stock Holding History

OneAscent 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
Q1 		$365K Sell
23,164
-170
-0.7% -$2.35K 0.16% 151
2020
Q4 		$279K Buy
+23,334
New +$245K 0.13% 160

Other funds holding HPE

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
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
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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

OneAscent Wealth Management's HPE Position: Q1 2021 in Review

OneAscent Wealth Management reduced its Hewlett Packard (HPE) stake by 0.73% in Q1 2021, selling an estimated $2.35K and leaving 23,164 shares worth $365K. The position accounts for 0.16% of the portfolio, ranked #151.

OneAscent Wealth Management first reported a position in HPE in Q4 2020 and has held it in 2 quarters since. 755 funds tracked by Wall St. Rank hold HPE as of Q1 2021.

  • OneAscent Wealth Management held 23,164 shares of Hewlett Packard worth $365K as of Q1 2021.
  • OneAscent Wealth Management sold 170 Hewlett Packard shares in Q1 2021, an estimated $2.35K.
  • Hewlett Packard made up 0.16% of OneAscent Wealth Management's portfolio in Q1 2021, its #151 holding.
  • OneAscent Wealth Management first reported a position in Hewlett Packard in Q4 2020 and has held it in 2 quarters since.
  • 755 funds tracked by Wall St. Rank held Hewlett Packard as of Q1 2021.

Based on OneAscent Wealth Management's 13F filing for Q1 2021, filed 27 Apr 2021.