Taylor Hoffman Wealth Management’s Hewlett Packard HPE Stock Holding History

Taylor Hoffman 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
2020 Q3	–	Sell	-1,882	Closed	-$18K	–	221
2020 Q2	$18K	Buy	+1,882	New	+$18.5K	0.01%	261
2020 Q1	–	Sell	-3,482	Closed	-$55K	–	226
2019 Q4	$55K	Hold	3,482	–	–	0.04%	203
2019 Q3	$53K	Hold	3,482	–	–	0.04%	198
2019 Q2	$52K	Hold	3,482	–	–	0.04%	189
2019 Q1	$54K	Hold	3,482	–	–	0.04%	190
2018 Q4	$46K	Hold	3,482	–	–	0.04%	185
2018 Q3	$57K	Hold	3,482	–	–	0.05%	177
2018 Q2	$51K	Hold	3,482	–	–	0.04%	180
2018 Q1	$61K	Buy	3,482 +1,250	+56%	+$21.2K	0.06%	166
2017 Q4	$32K	Buy	+2,232	New	+$31.7K	0.03%	215

Other funds holding HPE

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Taylor Hoffman Wealth Management's HPE Position: Q3 2020 in Review

Taylor Hoffman Wealth Management sold out of Hewlett Packard (HPE) in Q3 2020, closing a stake of 1,882 shares — an estimated $18K sold.

Taylor Hoffman Wealth Management first reported a position in HPE in Q4 2017 and held it in 10 quarters. The position peaked at $61K in Q1 2018. 722 funds tracked by Wall St. Rank hold HPE as of Q3 2020.

Taylor Hoffman Wealth Management reported no remaining Hewlett Packard position as of Q3 2020 after selling out during the quarter.
Taylor Hoffman Wealth Management sold 1,882 Hewlett Packard shares in Q3 2020, an estimated $18K.
Taylor Hoffman Wealth Management first reported a position in Hewlett Packard in Q4 2017 and held it in 10 quarters.
Taylor Hoffman Wealth Management's Hewlett Packard position peaked at $61K in Q1 2018.
722 funds tracked by Wall St. Rank held Hewlett Packard as of Q3 2020.

Based on Taylor Hoffman Wealth Management's 13F filing for Q3 2020, filed 29 Oct 2020.