Polaris Wealth Advisory Group’s Hewlett Packard HPE Stock Holding History

Polaris Wealth Advisory Group’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 Q2	–	Sell	-1,405,488	Closed	-$22.2M	–	183
2021 Q1	$22.2M	Buy	1,405,488 +1,366,430	+3,498%	+$18.9M	1.42%	28
2020 Q4	$464K	Buy	+39,058	New	+$410K	0.03%	131
2018 Q4	–	Sell	-4,203	Closed	-$69K	–	280
2018 Q3	$69K	Hold	4,203	–	–	﹤0.01%	223
2018 Q2	$74K	Hold	4,203	–	–	0.01%	118
2018 Q1	$74K	Buy	+4,203	New	+$71.4K	0.01%	193

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Polaris Wealth Advisory Group's HPE Position: Q2 2021 in Review

Polaris Wealth Advisory Group sold out of Hewlett Packard (HPE) in Q2 2021, closing a stake of 1,405,488 shares — an estimated $22.2M sold.

Polaris Wealth Advisory Group first reported a position in HPE in Q1 2018 and held it in 5 quarters. The position peaked at $22.2M in Q1 2021. 785 funds tracked by Wall St. Rank hold HPE as of Q2 2021.

Polaris Wealth Advisory Group reported no remaining Hewlett Packard position as of Q2 2021 after selling out during the quarter.
Polaris Wealth Advisory Group sold 1,405,488 Hewlett Packard shares in Q2 2021, an estimated $22.2M.
Polaris Wealth Advisory Group first reported a position in Hewlett Packard in Q1 2018 and held it in 5 quarters.
Polaris Wealth Advisory Group's Hewlett Packard position peaked at $22.2M in Q1 2021.
785 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2021.

Based on Polaris Wealth Advisory Group's 13F filing for Q2 2021, filed 23 Jul 2021.