Optimum Investment Advisors’s Hewlett Packard HPE Stock Holding History

Optimum Investment 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 Q4	–	Sell	-400	Closed	-$6.95K	–	684
2023 Q3	$6.95K	Hold	400	–	–	﹤0.01%	583
2023 Q2	$6.72K	Hold	400	–	–	﹤0.01%	582
2023 Q1	$6.37K	Hold	400	–	–	﹤0.01%	598
2022 Q4	$6.38K	Hold	400	–	–	﹤0.01%	606
2022 Q3	$5K	Hold	400	–	–	﹤0.01%	653
2022 Q2	$5K	Hold	400	–	–	﹤0.01%	678
2022 Q1	$7K	Hold	400	–	–	﹤0.01%	687
2021 Q4	$6K	Hold	400	–	–	﹤0.01%	717
2021 Q3	$6K	Sell	400 -100	-20%	-$1.44K	﹤0.01%	723
2021 Q2	$7K	Hold	500	–	–	﹤0.01%	791
2021 Q1	$8K	Sell	500 -370	-43%	-$5.12K	﹤0.01%	784
2020 Q4	$10K	Sell	870 -1,000	-53%	-$10.5K	﹤0.01%	730
2020 Q3	$18K	Sell	1,870 -107	-5%	-$1.02K	0.01%	624
2020 Q2	$19K	Hold	1,977	–	–	0.01%	608
2020 Q1	$19K	Sell	1,977 -175	-8%	-$2.29K	0.01%	581
2019 Q4	$34K	Hold	2,152	–	–	0.01%	589
2019 Q3	$33K	Hold	2,152	–	–	0.01%	583
2019 Q2	$32K	Buy	2,152 +600	+39%	+$9.09K	0.01%	599
2019 Q1	$24K	Hold	1,552	–	–	0.01%	652
2018 Q4	$21K	Hold	1,552	–	–	0.01%	645
2018 Q3	$25K	Hold	1,552	–	–	0.01%	683
2018 Q2	$23K	Hold	1,552	–	–	0.01%	702
2018 Q1	$27K	Buy	+1,552	New	+$26.4K	0.01%	649

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Optimum Investment Advisors's HPE Position: Q4 2023 in Review

Optimum Investment Advisors sold out of Hewlett Packard (HPE) in Q4 2023, closing a stake of 400 shares — an estimated $6.95K sold.

Optimum Investment Advisors first reported a position in HPE in Q1 2018 and held it in 23 quarters. The position peaked at $34K in Q4 2019. 900 funds tracked by Wall St. Rank hold HPE as of Q4 2023.

Optimum Investment Advisors reported no remaining Hewlett Packard position as of Q4 2023 after selling out during the quarter.
Optimum Investment Advisors sold 400 Hewlett Packard shares in Q4 2023, an estimated $6.95K.
Optimum Investment Advisors first reported a position in Hewlett Packard in Q1 2018 and held it in 23 quarters.
Optimum Investment Advisors's Hewlett Packard position peaked at $34K in Q4 2019.
900 funds tracked by Wall St. Rank held Hewlett Packard as of Q4 2023.

Based on Optimum Investment Advisors's 13F filing for Q4 2023, filed 8 Jan 2024.