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Regent Peak Wealth Advisors’s Hewlett Packard HPE Stock Holding History

Regent Peak Wealth 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
2021
Q1 		– Sell
-622
Closed -$7K – 512
2020
Q4 		$7K Buy
+622
New +$6.53K ﹤0.01% 610

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $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

Regent Peak Wealth Advisors's HPE Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Hewlett Packard (HPE) in Q1 2021, closing a stake of 622 shares — an estimated $7K sold.

Regent Peak Wealth Advisors first reported a position in HPE in Q4 2020 and held it in 1 quarter. The position peaked at $7K in Q4 2020. 755 funds tracked by Wall St. Rank hold HPE as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Hewlett Packard position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 622 Hewlett Packard shares in Q1 2021, an estimated $7K.
  • Regent Peak Wealth Advisors first reported a position in Hewlett Packard in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Hewlett Packard position peaked at $7K in Q4 2020.
  • 755 funds tracked by Wall St. Rank held Hewlett Packard as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.