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Selective Wealth Management’s Hewlett Packard HPE Stock Holding History

Selective Wealth Management’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
Q4 		– Sell
-389
Closed -$5K – 375
2022
Q3 		$5K Hold
389
– – ﹤0.01% 592
2022
Q2 		$5K Hold
389
– – ﹤0.01% 627
2022
Q1 		$7K Hold
389
– – ﹤0.01% 577
2021
Q4 		$6K Hold
389
– – ﹤0.01% 534
2021
Q3 		$6K Hold
389
– – ﹤0.01% 476
2021
Q2 		$6K Buy
+389
New +$6.14K ﹤0.01% 390

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Selective Wealth Management's HPE Position: Q4 2022 in Review

Selective Wealth Management sold out of Hewlett Packard (HPE) in Q4 2022, closing a stake of 389 shares — an estimated $5K sold.

Selective Wealth Management first reported a position in HPE in Q2 2021 and held it in 6 quarters. The position peaked at $7K in Q1 2022. 847 funds tracked by Wall St. Rank hold HPE as of Q4 2022.

  • Selective Wealth Management reported no remaining Hewlett Packard position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 389 Hewlett Packard shares in Q4 2022, an estimated $5K.
  • Selective Wealth Management first reported a position in Hewlett Packard in Q2 2021 and held it in 6 quarters.
  • Selective Wealth Management's Hewlett Packard position peaked at $7K in Q1 2022.
  • 847 funds tracked by Wall St. Rank held Hewlett Packard as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.