Summit Wealth & Retirement Planning’s Hewlett Packard HPE Stock Holding History

Summit Wealth & Retirement Planning’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	-24,800	Closed	-$390K	–	89
2021 Q1	$390K	Hold	24,800	–	–	0.14%	77
2020 Q4	$294K	Hold	24,800	–	–	0.11%	97
2020 Q3	$232K	Hold	24,800	–	–	0.1%	98
2020 Q2	$241K	Sell	24,800 -846	-3%	-$8.31K	0.11%	103
2020 Q1	$249K	Sell	25,646 -144	-0.6%	-$1.89K	0.13%	101
2019 Q4	$409K	Sell	25,790 -144	-0.6%	-$2.3K	0.18%	92
2019 Q3	$393K	Hold	25,934	–	–	0.24%	83
2019 Q2	$388K	Hold	25,934	–	–	0.23%	90
2019 Q1	$400K	Buy	25,934 +288	+1%	+$4.44K	0.24%	90
2018 Q4	$339K	Buy	+25,646	New	+$384K	0.26%	79

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

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Summit Wealth & Retirement Planning's HPE Position: Q2 2021 in Review

Summit Wealth & Retirement Planning sold out of Hewlett Packard (HPE) in Q2 2021, closing a stake of 24,800 shares — an estimated $390K sold.

Summit Wealth & Retirement Planning first reported a position in HPE in Q4 2018 and held it in 10 quarters. The position peaked at $409K in Q4 2019. 785 funds tracked by Wall St. Rank hold HPE as of Q2 2021.

Summit Wealth & Retirement Planning reported no remaining Hewlett Packard position as of Q2 2021 after selling out during the quarter.
Summit Wealth & Retirement Planning sold 24,800 Hewlett Packard shares in Q2 2021, an estimated $390K.
Summit Wealth & Retirement Planning first reported a position in Hewlett Packard in Q4 2018 and held it in 10 quarters.
Summit Wealth & Retirement Planning's Hewlett Packard position peaked at $409K in Q4 2019.
785 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2021.

Based on Summit Wealth & Retirement Planning's 13F filing for Q2 2021, filed 13 Aug 2021.