Traverso Chambers Private Wealth Management’s Hewlett Packard HPE Stock Holding History

Traverso Chambers Private 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 Q4	–	Sell	-10,600	Closed	-$99K	–	108
2020 Q3	$99K	Hold	10,600	–	–	0.04%	105
2020 Q2	$103K	Hold	10,600	–	–	0.04%	99
2020 Q1	$103K	Hold	10,600	–	–	0.05%	94
2019 Q4	$168K	Sell	10,600 -260	-2%	-$4.15K	0.07%	103
2019 Q3	$165K	Hold	10,860	–	–	0.08%	95
2019 Q2	$164K	Sell	10,860 -1,756	-14%	-$26.6K	0.08%	95
2019 Q1	$195K	Hold	12,616	–	–	0.1%	96
2018 Q4	$167K	Buy	+12,616	New	+$189K	0.09%	93

Other funds holding HPE

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Traverso Chambers Private Wealth Management's HPE Position: Q4 2020 in Review

Traverso Chambers Private Wealth Management sold out of Hewlett Packard (HPE) in Q4 2020, closing a stake of 10,600 shares — an estimated $99K sold.

Traverso Chambers Private Wealth Management first reported a position in HPE in Q4 2018 and held it in 8 quarters. The position peaked at $195K in Q1 2019. 760 funds tracked by Wall St. Rank hold HPE as of Q4 2020.

Traverso Chambers Private Wealth Management reported no remaining Hewlett Packard position as of Q4 2020 after selling out during the quarter.
Traverso Chambers Private Wealth Management sold 10,600 Hewlett Packard shares in Q4 2020, an estimated $99K.
Traverso Chambers Private Wealth Management first reported a position in Hewlett Packard in Q4 2018 and held it in 8 quarters.
Traverso Chambers Private Wealth Management's Hewlett Packard position peaked at $195K in Q1 2019.
760 funds tracked by Wall St. Rank held Hewlett Packard as of Q4 2020.

Based on Traverso Chambers Private Wealth Management's 13F filing for Q4 2020, filed 19 Jan 2021.