Wagner Wealth Management (South Carolina)’s Hewlett Packard HPE Stock Holding History

Wagner Wealth Management (South Carolina)’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
2022 Q4	–	Sell	-1,200	Closed	-$14K	–	460
2022 Q3	$14K	Hold	1,200	–	–	0.01%	371
2022 Q2	$16K	Buy	+1,200	New	+$18.2K	0.01%	360
2018 Q3	$2K	Buy	131 +1	+0.8%	+$16	﹤0.01%	558
2018 Q2	$2K	Sell	130 -28	-18%	-$464	﹤0.01%	525
2018 Q1	$3K	Buy	158 +29	+22%	+$493	﹤0.01%	455
2017 Q4	$2K	Buy	+129	New	+$1.83K	﹤0.01%	651

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

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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s HPE Position: Q4 2022 in Review

Wagner Wealth Management (South Carolina) sold out of Hewlett Packard (HPE) in Q4 2022, closing a stake of 1,200 shares — an estimated $14K sold.

Wagner Wealth Management (South Carolina) first reported a position in HPE in Q4 2017 and held it in 6 quarters. The position peaked at $16K in Q2 2022. 848 funds tracked by Wall St. Rank hold HPE as of Q4 2022.

Wagner Wealth Management (South Carolina) reported no remaining Hewlett Packard position as of Q4 2022 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 1,200 Hewlett Packard shares in Q4 2022, an estimated $14K.
Wagner Wealth Management (South Carolina) first reported a position in Hewlett Packard in Q4 2017 and held it in 6 quarters.
Wagner Wealth Management (South Carolina)'s Hewlett Packard position peaked at $16K in Q2 2022.
848 funds tracked by Wall St. Rank held Hewlett Packard as of Q4 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.