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River Wealth Advisors’s Hewlett Packard HPE Stock Holding History

River 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
Q2 		– Sell
-10,504
Closed -$165K – 214
2021
Q1 		$165K Sell
10,504
-500
-5% -$6.92K 0.03% 208
2020
Q4 		$130K Sell
11,004
-1,635
-13% -$17.2K 0.03% 203
2020
Q3 		$118K Sell
12,639
-2,294
-15% -$21.9K 0.03% 197
2020
Q2 		$145K Sell
14,933
-977
-6% -$9.59K 0.04% 178
2020
Q1 		$154K Sell
15,910
-544
-3% -$7.13K 0.06% 155
2019
Q4 		$261K Sell
16,454
-542
-3% -$8.66K 0.09% 148
2019
Q3 		$258K Sell
16,996
-242
-1% -$3.44K 0.1% 148
2019
Q2 		$258K Sell
17,238
-943
-5% -$14.3K 0.1% 150
2019
Q1 		$281K Buy
18,181
+9
+0% +$139 0.12% 139
2018
Q4 		$240K Sell
18,172
-793
-4% -$11.9K 0.11% 143
2018
Q3 		$309K Sell
18,965
-3,013
-14% -$48.3K 0.11% 142
2018
Q2 		$321K Sell
21,978
-1,004
-4% -$16.6K 0.12% 138
2018
Q1 		$403K Sell
22,982
-393
-2% -$6.68K 0.17% 125
2017
Q4 		$336K Sell
23,375
-3,634
-13% -$51.6K 0.14% 131
2017
Q3 		$397K Sell
27,009
-9,498
-26% -$130K 0.18% 127
2017
Q2 		$470K Sell
36,507
-14,091
-28% -$196K 0.22% 113
2017
Q1 		$697K Sell
50,598
-1,542
-3% -$20.7K 0.34% 94
2016
Q4 		$701K Buy
52,140
+1,330
+3% +$17.8K 0.35% 92
2016
Q3 		$672K Buy
50,810
+11,038
+28% +$136K 0.37% 91
2016
Q2 		$422K Buy
39,772
+7,298
+22% +$74.3K 0.24% 113
2016
Q1 		$335K Sell
32,474
-6,479
-17% -$54.3K 0.2% 125
2015
Q4 		$344K Buy
+38,953
New +$326K 0.22% 118

Other funds holding HPE

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

River Wealth Advisors's HPE Position: Q2 2021 in Review

River Wealth Advisors sold out of Hewlett Packard (HPE) in Q2 2021, closing a stake of 10,504 shares — an estimated $165K sold.

River Wealth Advisors first reported a position in HPE in Q4 2015 and held it in 22 quarters. The position peaked at $701K in Q4 2016. 786 funds tracked by Wall St. Rank hold HPE as of Q2 2021.

  • River Wealth Advisors reported no remaining Hewlett Packard position as of Q2 2021 after selling out during the quarter.
  • River Wealth Advisors sold 10,504 Hewlett Packard shares in Q2 2021, an estimated $165K.
  • River Wealth Advisors first reported a position in Hewlett Packard in Q4 2015 and held it in 22 quarters.
  • River Wealth Advisors's Hewlett Packard position peaked at $701K in Q4 2016.
  • 786 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2021.

Based on River Wealth Advisors's 13F filing for Q2 2021, filed 6 Aug 2021.