TCI Wealth Advisors’s Hewlett Packard HPE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-5,144
| Closed | -$81.9K | – | 1090 |
|
|
2023
Q1 | $81.9K | Sell |
5,144
-219
| -4% | -$3.44K | 0.01% | 311 |
|
|
2022
Q4 | $85.6K | Buy |
5,363
+2,214
| +70% | +$32.6K | 0.01% | 295 |
|
|
2022
Q3 | $38K | Buy |
3,149
+250
| +9% | +$3.4K | 0.01% | 443 |
|
|
2022
Q2 | $38K | Sell |
2,899
-556
| -16% | -$8.43K | 0.01% | 436 |
|
|
2022
Q1 | $57K | Hold |
3,455
| – | – | 0.01% | 372 |
|
|
2021
Q4 | $54K | Buy |
3,455
+62
| +2% | +$935 | 0.01% | 393 |
|
|
2021
Q3 | $48K | Buy |
3,393
+520
| +18% | +$7.51K | 0.01% | 435 |
|
|
2021
Q2 | $42K | Buy |
2,873
+94
| +3% | +$1.49K | 0.01% | 432 |
|
|
2021
Q1 | $44K | Buy |
2,779
+322
| +13% | +$4.46K | 0.02% | 373 |
|
|
2020
Q4 | $29K | Sell |
2,457
-2,739
| -53% | -$28.7K | 0.01% | 428 |
|
|
2020
Q3 | $49K | Buy |
5,196
+133
| +3% | +$1.27K | 0.02% | 312 |
|
|
2020
Q2 | $49K | Sell |
5,063
-37
| -0.7% | -$363 | 0.02% | 310 |
|
|
2020
Q1 | $50K | Sell |
5,100
-92
| -2% | -$1.21K | 0.02% | 303 |
|
|
2019
Q4 | $82K | Sell |
5,192
-277
| -5% | -$4.43K | 0.03% | 291 |
|
|
2019
Q3 | $83K | Hold |
5,469
| – | – | 0.04% | 240 |
|
|
2019
Q2 | $82K | Sell |
5,469
-44
| -0.8% | -$667 | 0.04% | 242 |
|
|
2019
Q1 | $85K | Sell |
5,513
-1,162
| -17% | -$17.9K | 0.04% | 255 |
|
|
2018
Q4 | $88K | Buy |
6,675
+84
| +1% | +$1.26K | 0.04% | 237 |
|
|
2018
Q3 | $107K | Buy |
6,591
+58
| +0.9% | +$929 | 0.04% | 228 |
|
|
2018
Q2 | $95K | Sell |
6,533
-100
| -2% | -$1.66K | 0.04% | 231 |
|
|
2018
Q1 | $116K | Sell |
6,633
-38
| -0.6% | -$646 | 0.05% | 202 |
|
|
2017
Q4 | $96K | Hold |
6,671
| – | – | 0.04% | 236 |
|
|
2017
Q3 | $98K | Sell |
6,671
-1,799
| -21% | -$24.5K | 0.05% | 211 |
|
|
2017
Q2 | $109K | Sell |
8,470
-3,185
| -27% | -$44.3K | 0.06% | 189 |
|
|
2017
Q1 | $161K | Hold |
11,655
| – | – | 0.08% | 156 |
|
|
2016
Q4 | $157K | Buy |
11,655
+1,800
| +18% | +$24K | 0.08% | 163 |
|
|
2016
Q3 | $130K | Hold |
9,855
| – | – | 0.07% | 182 |
|
|
2016
Q2 | $105K | Hold |
9,855
| – | – | 0.06% | 197 |
|
|
2016
Q1 | $102K | Sell |
9,855
-42
| -0.4% | -$352 | 0.06% | 200 |
|
|
2015
Q4 | $87K | Buy |
+9,897
| New | +$82.9K | 0.05% | 223 |
|
Other funds holding HPE
N
TCI Wealth Advisors's HPE Position: Q2 2023 in Review
TCI Wealth Advisors sold out of Hewlett Packard (HPE) in Q2 2023, closing a stake of 5,144 shares — an estimated $81.9K sold.
TCI Wealth Advisors first reported a position in HPE in Q4 2015 and held it in 30 quarters. The position peaked at $161K in Q1 2017. 856 funds tracked by Wall St. Rank hold HPE as of Q2 2023.
- TCI Wealth Advisors reported no remaining Hewlett Packard position as of Q2 2023 after selling out during the quarter.
- TCI Wealth Advisors sold 5,144 Hewlett Packard shares in Q2 2023, an estimated $81.9K.
- TCI Wealth Advisors first reported a position in Hewlett Packard in Q4 2015 and held it in 30 quarters.
- TCI Wealth Advisors's Hewlett Packard position peaked at $161K in Q1 2017.
- 856 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2023.
Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.