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TD Ameritrade Investment Management’s Hewlett Packard HPE Stock Holding History

TD Ameritrade Investment 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
2023
Q3 		– Sell
-389
Closed -$7K – 203
2023
Q2 		$7K Sell
389
-614
-61% -$9.39K ﹤0.01% 378
2023
Q1 		$16K Buy
1,003
+409
+69% +$6.42K ﹤0.01% 331
2022
Q4 		$9K Sell
594
-32
-5% -$472 ﹤0.01% 393
2022
Q3 		$7K Sell
626
-118
-16% -$1.6K ﹤0.01% 402
2022
Q2 		$10K Buy
744
+74
+11% +$1.12K ﹤0.01% 434
2022
Q1 		$11K Buy
670
+61
+10% +$1.02K ﹤0.01% 482
2021
Q4 		$10K Sell
609
-1,672
-73% -$25.2K ﹤0.01% 486
2021
Q3 		$21K Buy
2,281
+1,733
+316% +$25K ﹤0.01% 385
2021
Q2 		$8K Sell
548
-1,174
-68% -$18.5K ﹤0.01% 489
2021
Q1 		$20K Hold
1,722
– – ﹤0.01% 401
2020
Q4 		$20K Sell
1,722
-559
-25% -$5.87K ﹤0.01% 401
2020
Q3 		$21K Sell
2,281
-36,000
-94% -$344K ﹤0.01% 385
2020
Q2 		$372K Sell
38,281
-6,043
-14% -$59.3K ﹤0.01% 178
2020
Q1 		$430K Sell
44,324
-4,883
-10% -$64K ﹤0.01% 163
2019
Q4 		$780K Buy
49,207
+3,206
+7% +$51.2K 0.01% 141
2019
Q3 		$698K Buy
46,001
+10,506
+30% +$149K 0.01% 148
2019
Q2 		$531K Buy
35,495
+16,558
+87% +$251K ﹤0.01% 148
2019
Q1 		$292K Buy
18,937
+5,910
+45% +$91.1K ﹤0.01% 163
2018
Q4 		$172K Buy
13,027
+5,115
+65% +$76.6K ﹤0.01% 164
2018
Q3 		$129K Buy
+7,912
New +$127K ﹤0.01% 161

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

TD Ameritrade Investment Management's HPE Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of Hewlett Packard (HPE) in Q3 2023, closing a stake of 389 shares — an estimated $7K sold.

TD Ameritrade Investment Management first reported a position in HPE in Q3 2018 and held it in 20 quarters. The position peaked at $780K in Q4 2019. 856 funds tracked by Wall St. Rank hold HPE as of Q3 2023.

  • TD Ameritrade Investment Management reported no remaining Hewlett Packard position as of Q3 2023 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 389 Hewlett Packard shares in Q3 2023, an estimated $7K.
  • TD Ameritrade Investment Management first reported a position in Hewlett Packard in Q3 2018 and held it in 20 quarters.
  • TD Ameritrade Investment Management's Hewlett Packard position peaked at $780K in Q4 2019.
  • 856 funds tracked by Wall St. Rank held Hewlett Packard as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.