TRUE Private Wealth Advisors’s Hewlett Packard HPE Stock Holding History

TRUE Private Wealth Advisors’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 Q1	–	Sell	-16,062	Closed	-$256K	–	241
2022 Q4	$256K	Sell	16,062 -610	-4%	-$8.99K	0.04%	183
2022 Q3	$199K	Buy	16,672 +794	+5%	+$10.8K	0.03%	205
2022 Q2	$210K	Buy	+15,878	New	+$241K	0.03%	213
2021 Q1	–	Sell	-8,786	Closed	-$105K	–	441
2020 Q4	$105K	Sell	8,786 -271	-3%	-$2.84K	0.02%	268
2020 Q3	$85K	Buy	9,057 +1,511	+20%	+$14.4K	0.01%	271
2020 Q2	$74K	Buy	7,546 +10	+0.1%	+$98	0.01%	279
2020 Q1	$74K	Buy	7,536 +43	+0.6%	+$563	0.02%	245
2019 Q4	$119K	Buy	+7,493	New	+$120K	0.02%	269
2019 Q3	–	Sell	-7,182	Closed	-$108K	–	445
2019 Q2	$108K	Buy	+7,182	New	+$109K	0.02%	249
2018 Q4	–	Sell	-8,335	Closed	-$137K	–	545
2018 Q3	$137K	Buy	+8,335	New	+$134K	0.02%	307
2016 Q4	–	Sell	-16,172	Closed	-$204K	–	150
2016 Q3	$204K	Buy	+16,172	New	+$200K	0.07%	138

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

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

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

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

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

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

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

TRUE Private Wealth Advisors's HPE Position: Q1 2023 in Review

TRUE Private Wealth Advisors sold out of Hewlett Packard (HPE) in Q1 2023, closing a stake of 16,062 shares — an estimated $256K sold.

TRUE Private Wealth Advisors first reported a position in HPE in Q3 2016 and held it in 11 quarters. The position peaked at $256K in Q4 2022. 840 funds tracked by Wall St. Rank hold HPE as of Q1 2023.

TRUE Private Wealth Advisors reported no remaining Hewlett Packard position as of Q1 2023 after selling out during the quarter.
TRUE Private Wealth Advisors sold 16,062 Hewlett Packard shares in Q1 2023, an estimated $256K.
TRUE Private Wealth Advisors first reported a position in Hewlett Packard in Q3 2016 and held it in 11 quarters.
TRUE Private Wealth Advisors's Hewlett Packard position peaked at $256K in Q4 2022.
840 funds tracked by Wall St. Rank held Hewlett Packard as of Q1 2023.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.