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Patriot Financial Group Insurance Agency’s Hewlett Packard HPE Stock Holding History

Patriot Financial Group Insurance Agency’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
Q2 		– Sell
-166
Closed -$3K – 2083
2022
Q1 		$3K Sell
166
-582
-78% -$9.76K ﹤0.01% 1771
2021
Q4 		$12K Hold
748
– – ﹤0.01% 1422
2021
Q3 		$11K Buy
748
+73
+11% +$1.05K ﹤0.01% 1437
2021
Q2 		$10K Hold
675
– – ﹤0.01% 1441
2021
Q1 		$11K Hold
675
– – ﹤0.01% 1321
2020
Q4 		$8K Sell
675
-1,100
-62% -$11.5K ﹤0.01% 1292
2020
Q3 		$17K Buy
1,775
+1,000
+129% +$9.55K 0.01% 857
2020
Q2 		$8K Hold
775
– – ﹤0.01% 1036
2020
Q1 		$8K Sell
775
-82
-10% -$1.07K ﹤0.01% 920
2019
Q4 		$14K Sell
857
-50
-6% -$799 0.01% 762
2019
Q3 		$14K Buy
907
+675
+291% +$9.6K 0.01% 732
2019
Q2 		$3K Hold
232
– – ﹤0.01% 1041
2019
Q1 		$3K Sell
232
-62
-21% -$955 ﹤0.01% 944
2018
Q4 		$4K Sell
294
-56
-16% -$839 ﹤0.01% 757
2018
Q3 		$6K Buy
+350
New +$5.61K ﹤0.01% 707
2018
Q2 		– Sell
-50
Closed -$1K – 718
2018
Q1 		$1K Hold
50
– – ﹤0.01% 916
2017
Q4 		$1K Hold
50
– – ﹤0.01% 901
2017
Q3 		$1K Sell
50
-143
-74% -$1.95K ﹤0.01% 878
2017
Q2 		$3K Sell
193
-581
-75% -$8.09K ﹤0.01% 768
2017
Q1 		$8K Sell
774
-196
-20% -$2.63K 0.01% 529
2016
Q4 		$13K Buy
+970
New +$13K 0.02% 423

Other funds holding HPE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $34.1B AUM 23.81% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Patriot Financial Group Insurance Agency's HPE Position: Q2 2022 in Review

Patriot Financial Group Insurance Agency sold out of Hewlett Packard (HPE) in Q2 2022, closing a stake of 166 shares — an estimated $3K sold.

Patriot Financial Group Insurance Agency first reported a position in HPE in Q4 2016 and held it in 21 quarters. The position peaked at $17K in Q3 2020. 821 funds tracked by Wall St. Rank hold HPE as of Q2 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Hewlett Packard position as of Q2 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 166 Hewlett Packard shares in Q2 2022, an estimated $3K.
  • Patriot Financial Group Insurance Agency first reported a position in Hewlett Packard in Q4 2016 and held it in 21 quarters.
  • Patriot Financial Group Insurance Agency's Hewlett Packard position peaked at $17K in Q3 2020.
  • 821 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2022, filed 29 Jul 2022.