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Wealth Advisors of Tampa Bay’s Hewlett Packard HPE Stock Holding History

Wealth Advisors of Tampa Bay’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
Q2 		– Sell
-16,491
Closed -$263K – 79
2023
Q1 		$263K Buy
16,491
+500
+3% +$7.85K 0.15% 66
2022
Q4 		$255K Sell
15,991
-145
-0.9% -$2.14K 0.16% 65
2022
Q3 		$193K Sell
16,136
-16,136
-50% -$219K 0.13% 73
2022
Q2 		$428K Buy
32,272
+2,000
+7% +$30.3K 0.13% 74
2022
Q1 		$506K Hold
30,272
– – 0.14% 73
2021
Q4 		$477K Buy
+30,272
New +$456K 0.12% 80

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
Amundi
Amundi Paris, France $367B AUM 31.23% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Wealth Advisors of Tampa Bay's HPE Position: Q2 2023 in Review

Wealth Advisors of Tampa Bay sold out of Hewlett Packard (HPE) in Q2 2023, closing a stake of 16,491 shares — an estimated $263K sold.

Wealth Advisors of Tampa Bay first reported a position in HPE in Q4 2021 and held it in 6 quarters. The position peaked at $506K in Q1 2022. 857 funds tracked by Wall St. Rank hold HPE as of Q2 2023.

  • Wealth Advisors of Tampa Bay reported no remaining Hewlett Packard position as of Q2 2023 after selling out during the quarter.
  • Wealth Advisors of Tampa Bay sold 16,491 Hewlett Packard shares in Q2 2023, an estimated $263K.
  • Wealth Advisors of Tampa Bay first reported a position in Hewlett Packard in Q4 2021 and held it in 6 quarters.
  • Wealth Advisors of Tampa Bay's Hewlett Packard position peaked at $506K in Q1 2022.
  • 857 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2023.

Based on Wealth Advisors of Tampa Bay's 13F filing for Q2 2023, filed 3 Aug 2023.