Tradition Wealth Management’s Hewlett Packard HPE Stock Holding History

Tradition 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
2024 Q1	–	Sell	-5,648	Closed	-$96K	–	742
2023 Q4	$96K	Sell	5,648 -284	-5%	-$4.63K	0.01%	484
2023 Q3	$103K	Buy	5,932 +15	+0.3%	+$258	0.01%	430
2023 Q2	$99K	Buy	5,917 +26	+0.4%	+$398	0.01%	459
2023 Q1	$94K	Buy	5,891 +2,287	+63%	+$35.9K	0.01%	459
2022 Q4	$58K	Buy	3,604 +45	+1%	+$663	0.01%	495
2022 Q3	$43K	Hold	3,559	–	–	0.01%	545
2022 Q2	$47K	Buy	3,559 +2,000	+128%	+$30.3K	0.01%	467
2022 Q1	$26K	Hold	1,559	–	–	﹤0.01%	652
2021 Q4	$25K	Hold	1,559	–	–	﹤0.01%	678
2021 Q3	$22K	Hold	1,559	–	–	﹤0.01%	699
2021 Q2	$23K	Hold	1,559	–	–	﹤0.01%	725
2021 Q1	$25K	Hold	1,559	–	–	﹤0.01%	587
2020 Q4	$18K	Buy	+1,559	New	+$16.4K	﹤0.01%	608

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Tradition Wealth Management's HPE Position: Q1 2024 in Review

Tradition Wealth Management sold out of Hewlett Packard (HPE) in Q1 2024, closing a stake of 5,648 shares — an estimated $96K sold.

Tradition Wealth Management first reported a position in HPE in Q4 2020 and held it in 13 quarters. The position peaked at $103K in Q3 2023. 900 funds tracked by Wall St. Rank hold HPE as of Q1 2024.

Tradition Wealth Management reported no remaining Hewlett Packard position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 5,648 Hewlett Packard shares in Q1 2024, an estimated $96K.
Tradition Wealth Management first reported a position in Hewlett Packard in Q4 2020 and held it in 13 quarters.
Tradition Wealth Management's Hewlett Packard position peaked at $103K in Q3 2023.
900 funds tracked by Wall St. Rank held Hewlett Packard as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.