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Safeguard Investment Advisory Group’s Hewlett Packard HPE Stock Holding History

Safeguard Investment Advisory 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
2021
Q1 		– Sell
-1,897
Closed -$22K – 343
2020
Q4 		$22K Buy
+1,897
New +$19.9K 0.02% 295

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

Safeguard Investment Advisory Group's HPE Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of Hewlett Packard (HPE) in Q1 2021, closing a stake of 1,897 shares — an estimated $22K sold.

Safeguard Investment Advisory Group first reported a position in HPE in Q4 2020 and held it in 1 quarter. The position peaked at $22K in Q4 2020. 755 funds tracked by Wall St. Rank hold HPE as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining Hewlett Packard position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 1,897 Hewlett Packard shares in Q1 2021, an estimated $22K.
  • Safeguard Investment Advisory Group first reported a position in Hewlett Packard in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Hewlett Packard position peaked at $22K in Q4 2020.
  • 755 funds tracked by Wall St. Rank held Hewlett Packard as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.