PWP
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Principle Wealth Partners’s Hewlett Packard HPE Stock Holding History

Principle Wealth Partners’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
2020
Q3 		– Sell
-700
Closed -$7K – 269
2020
Q2 		$7K Buy
+700
New +$6.87K ﹤0.01% 418

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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Principle Wealth Partners's HPE Position: Q3 2020 in Review

Principle Wealth Partners sold out of Hewlett Packard (HPE) in Q3 2020, closing a stake of 700 shares — an estimated $7K sold.

Principle Wealth Partners first reported a position in HPE in Q2 2020 and held it in 1 quarter. The position peaked at $7K in Q2 2020. 722 funds tracked by Wall St. Rank hold HPE as of Q3 2020.

  • Principle Wealth Partners reported no remaining Hewlett Packard position as of Q3 2020 after selling out during the quarter.
  • Principle Wealth Partners sold 700 Hewlett Packard shares in Q3 2020, an estimated $7K.
  • Principle Wealth Partners first reported a position in Hewlett Packard in Q2 2020 and held it in 1 quarter.
  • Principle Wealth Partners's Hewlett Packard position peaked at $7K in Q2 2020.
  • 722 funds tracked by Wall St. Rank held Hewlett Packard as of Q3 2020.

Based on Principle Wealth Partners's 13F filing for Q3 2020, filed 16 Nov 2020.