RGT Wealth Advisors’s Hewlett Packard HPE Stock Holding History

RGT 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
2022 Q1	–	Sell	-3,292	Closed	-$52K	–	197
2021 Q4	$52K	Buy	+3,292	New	+$49.6K	0.01%	138
2018 Q2	–	Sell	-46,239	Closed	-$811K	–	55
2018 Q1	$811K	Sell	46,239 -29,872	-39%	-$507K	0.39%	30
2017 Q4	$1.09M	Buy	+76,111	New	+$1.08M	0.59%	26

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

RGT Wealth Advisors's HPE Position: Q1 2022 in Review

RGT Wealth Advisors sold out of Hewlett Packard (HPE) in Q1 2022, closing a stake of 3,292 shares — an estimated $52K sold.

RGT Wealth Advisors first reported a position in HPE in Q4 2017 and held it in 3 quarters. The position peaked at $1.09M in Q4 2017. 848 funds tracked by Wall St. Rank hold HPE as of Q1 2022.

RGT Wealth Advisors reported no remaining Hewlett Packard position as of Q1 2022 after selling out during the quarter.
RGT Wealth Advisors sold 3,292 Hewlett Packard shares in Q1 2022, an estimated $52K.
RGT Wealth Advisors first reported a position in Hewlett Packard in Q4 2017 and held it in 3 quarters.
RGT Wealth Advisors's Hewlett Packard position peaked at $1.09M in Q4 2017.
848 funds tracked by Wall St. Rank held Hewlett Packard as of Q1 2022.

Based on RGT Wealth Advisors's 13F filing for Q1 2022, filed 5 May 2022.