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Summit Wealth Group’s Hewlett Packard HPE Stock Holding History

Summit Wealth 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
2023
Q2 		– Sell
-18,845
Closed -$1K – 157
2023
Q1 		$1K Buy
+18,845
New +$296K 0.02% 120
2021
Q3 		– Sell
-117
Closed -$2K – 126
2021
Q2 		$2K Hold
117
– – ﹤0.01% 161
2021
Q1 		$2K Buy
+117
New +$1.62K ﹤0.01% 149

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Summit Wealth Group's HPE Position: Q2 2023 in Review

Summit Wealth Group sold out of Hewlett Packard (HPE) in Q2 2023, closing a stake of 18,845 shares — an estimated $1K sold.

Summit Wealth Group first reported a position in HPE in Q1 2021 and held it in 3 quarters. The position peaked at $2K in Q2 2021. 856 funds tracked by Wall St. Rank hold HPE as of Q2 2023.

  • Summit Wealth Group reported no remaining Hewlett Packard position as of Q2 2023 after selling out during the quarter.
  • Summit Wealth Group sold 18,845 Hewlett Packard shares in Q2 2023, an estimated $1K.
  • Summit Wealth Group first reported a position in Hewlett Packard in Q1 2021 and held it in 3 quarters.
  • Summit Wealth Group's Hewlett Packard position peaked at $2K in Q2 2021.
  • 856 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2023.

Based on Summit Wealth Group's 13F filing for Q2 2023, filed 26 Jul 2023.