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Regal Wealth Group’s Hewlett Packard HPE Stock Holding History

Regal Wealth 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
2020
Q1 		– Sell
-649
Closed -$10K – 189
2019
Q4 		$10K Buy
649
+1
+0.2% +$16 0.01% 152
2019
Q3 		$10K Sell
648
-1
-0.2% -$14 0.01% 125
2019
Q2 		$10K Sell
649
-220
-25% -$3.33K 0.01% 118
2019
Q1 		$13K Buy
869
+2
+0.2% +$31 0.01% 109
2018
Q4 		$11K Buy
867
+2
+0.2% +$30 0.01% 113
2018
Q3 		$14K Buy
865
+1
+0.1% +$16 0.01% 111
2018
Q2 		$13K Buy
864
+1
+0.1% +$17 0.01% 120
2018
Q1 		$15K Buy
863
+1
+0.1% +$17 0.01% 115
2017
Q4 		$12K Buy
862
+4
+0.5% +$57 0.01% 119
2017
Q3 		$13K Sell
858
-244
-22% -$3.33K 0.01% 109
2017
Q2 		$14K Sell
1,102
-366
-25% -$5.1K 0.01% 111
2017
Q1 		$20K Buy
1,468
+6
+0.4% +$81 0.02% 96
2016
Q4 		$20K Buy
1,462
+3
+0.2% +$40 0.02% 93
2016
Q3 		$19K Buy
1,459
+3
+0.2% +$37 0.02% 98
2016
Q2 		$15K Buy
1,456
+6
+0.4% +$61 0.01% 102
2016
Q1 		$15K Buy
1,450
+5
+0.3% +$42 0.01% 104
2015
Q4 		$13K Buy
+1,445
New +$12.1K 0.01% 109

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Regal Wealth Group's HPE Position: Q1 2020 in Review

Regal Wealth Group sold out of Hewlett Packard (HPE) in Q1 2020, closing a stake of 649 shares — an estimated $10K sold.

Regal Wealth Group first reported a position in HPE in Q4 2015 and held it in 17 quarters. The position peaked at $20K in Q1 2017. 733 funds tracked by Wall St. Rank hold HPE as of Q1 2020.

  • Regal Wealth Group reported no remaining Hewlett Packard position as of Q1 2020 after selling out during the quarter.
  • Regal Wealth Group sold 649 Hewlett Packard shares in Q1 2020, an estimated $10K.
  • Regal Wealth Group first reported a position in Hewlett Packard in Q4 2015 and held it in 17 quarters.
  • Regal Wealth Group's Hewlett Packard position peaked at $20K in Q1 2017.
  • 733 funds tracked by Wall St. Rank held Hewlett Packard as of Q1 2020.

Based on Regal Wealth Group's 13F filing for Q1 2020, filed 23 Apr 2020.