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Sutton Wealth Advisors’s Hewlett Packard HPE Stock Holding History

Sutton 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
2023
Q3 		$4.97K Sell
286
-312
-52% -$5.37K ﹤0.01% 587
2023
Q2 		$10K Hold
598
– – ﹤0.01% 456
2023
Q1 		$9.53K Sell
598
-751
-56% -$11.8K 0.01% 432
2022
Q4 		$21.5K Hold
1,349
– – 0.01% 668
2022
Q3 		$16.2K Sell
1,349
-131
-9% -$1.78K 0.01% 729
2022
Q2 		$19.6K Hold
1,480
– – 0.01% 685
2022
Q1 		$24.7K Hold
1,480
– – 0.01% 641
2021
Q4 		$23.3K Buy
1,480
+131
+10% +$1.98K 0.01% 659
2021
Q3 		$19.2K Hold
1,349
– – 0.01% 707
2021
Q2 		$19.7K Hold
1,349
– – 0.01% 706
2021
Q1 		$21.2K Hold
1,349
– – 0.01% 661
2020
Q4 		$16K Hold
1,349
– – 0.01% 673
2020
Q3 		$12.6K Sell
1,349
-29
-2% -$277 0.01% 677
2020
Q2 		$13.4K Sell
1,378
-196
-12% -$1.93K 0.01% 635
2020
Q1 		$15.3K Buy
1,574
+153
+11% +$2K 0.01% 544
2019
Q4 		$22.5K Hold
1,421
– – 0.01% 559
2019
Q3 		$21.6K Sell
1,421
-19
-1% -$270 0.01% 561
2019
Q2 		$21.5K Sell
1,440
-36
-2% -$546 0.01% 551
2019
Q1 		$22.8K Buy
1,476
+45
+3% +$693 0.01% 530
2018
Q4 		$18.9K Hold
1,431
– – 0.01% 541
2018
Q3 		$23.3K Sell
1,431
-690
-33% -$11.1K 0.02% 532
2018
Q2 		$31K Hold
2,121
– – 0.02% 424
2018
Q1 		$37.2K Buy
2,121
+400
+23% +$6.79K 0.03% 354
2017
Q4 		$24.7K Hold
1,721
– – 0.02% 480
2017
Q3 		$25.3K Sell
1,721
-428
-20% -$5.84K 0.02% 466
2017
Q2 		$27.7K Sell
2,149
-719
-25% -$10K 0.02% 427
2017
Q1 		$39.5K Hold
2,868
– – 0.03% 302
2016
Q4 		$38.6K Hold
2,868
– – 0.03% 310
2016
Q3 		$37.9K Buy
2,868
+1,182
+70% +$14.6K 0.03% 303
2016
Q2 		$17.9K Hold
1,686
– – 0.02% 475
2016
Q1 		$17.4K Buy
+1,686
New +$14.1K 0.02% 474

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
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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Sutton Wealth Advisors's HPE Position: Q3 2023 in Review

Sutton Wealth Advisors reduced its Hewlett Packard (HPE) stake by 52% in Q3 2023, selling an estimated $5.37K and leaving 286 shares worth $4.97K. The position accounts for ﹤0.01% of the portfolio, ranked #587.

Sutton Wealth Advisors first reported a position in HPE in Q1 2016 and has held it in 31 quarters since. The position peaked at $39.5K in Q1 2017. 857 funds tracked by Wall St. Rank hold HPE as of Q3 2023.

  • Sutton Wealth Advisors held 286 shares of Hewlett Packard worth $4.97K as of Q3 2023.
  • Sutton Wealth Advisors sold 312 Hewlett Packard shares in Q3 2023, an estimated $5.37K.
  • Hewlett Packard made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #587 holding.
  • Sutton Wealth Advisors first reported a position in Hewlett Packard in Q1 2016 and has held it in 31 quarters since.
  • Sutton Wealth Advisors's Hewlett Packard position peaked at $39.5K in Q1 2017.
  • 857 funds tracked by Wall St. Rank held Hewlett Packard as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.