WA
HPE icon

Wealth Architects’s Hewlett Packard HPE Stock Holding History

Wealth Architects’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
Q4 		– Sell
-30,748
Closed -$534K – 201
2023
Q3 		$534K Sell
30,748
-254
-0.8% -$4.37K 0.09% 103
2023
Q2 		$521K Sell
31,002
-701
-2% -$10.7K 0.09% 107
2023
Q1 		$505K Buy
+31,703
New +$498K 0.09% 102
2019
Q4 		– Sell
-14,664
Closed -$222K – 143
2019
Q3 		$222K Sell
14,664
-1,457
-9% -$20.7K 0.07% 120
2019
Q2 		$241K Sell
16,121
-1,272
-7% -$19.3K 0.07% 114
2019
Q1 		$268K Sell
17,393
-1,308
-7% -$20.2K 0.08% 103
2018
Q4 		$247K Sell
18,701
-1,206
-6% -$18.1K 0.09% 100
2018
Q3 		$325K Sell
19,907
-839
-4% -$13.4K 0.1% 93
2018
Q2 		$303K Sell
20,746
-1,567
-7% -$26K 0.1% 88
2018
Q1 		$391K Sell
22,313
-164
-0.7% -$2.79K 0.13% 67
2017
Q4 		$323K Sell
22,477
-1,773
-7% -$25.2K 0.11% 90
2017
Q3 		$357K Sell
24,250
-6,977
-22% -$95.2K 0.12% 83
2017
Q2 		$401K Sell
31,227
-10,460
-25% -$146K 0.15% 73
2017
Q1 		$574K Sell
41,687
-5,152
-11% -$69.2K 0.23% 53
2016
Q4 		$630K Sell
46,839
-8,611
-16% -$115K 0.28% 46
2016
Q3 		$733K Hold
55,450
– – 0.34% 39
2016
Q2 		$588K Sell
55,450
-4,403
-7% -$44.8K 0.28% 51
2016
Q1 		$617K Sell
59,853
-18,668
-24% -$156K 0.31% 41
2015
Q4 		$694K Buy
+78,521
New +$657K 0.34% 40

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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