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Wealthcare Advisory Partners’s Hewlett Packard HPE Stock Holding History

Wealthcare Advisory Partners’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
2021
Q2 		– Sell
-2,240
Closed -$35K – 1124
2021
Q1 		$35K Buy
+2,240
New +$31K ﹤0.01% 1000
2020
Q2 		– Sell
-1,059
Closed -$10K – 788
2020
Q1 		$10K Sell
1,059
-435
-29% -$5.7K ﹤0.01% 921
2019
Q4 		$24K Sell
1,494
-989
-40% -$15.8K ﹤0.01% 717
2019
Q3 		$38K Buy
2,483
+347
+16% +$4.93K 0.01% 595
2019
Q2 		$32K Buy
2,136
+1,679
+367% +$25.4K 0.01% 608
2019
Q1 		$7K Sell
457
-91
-17% -$1.4K ﹤0.01% 887
2018
Q4 		$7K Buy
548
+1
+0.2% +$15 ﹤0.01% 860
2018
Q3 		$9K Buy
547
+91
+20% +$1.46K ﹤0.01% 867
2018
Q2 		$7K Hold
456
– – ﹤0.01% 922
2018
Q1 		$8K Sell
456
-999
-69% -$17K ﹤0.01% 771
2017
Q4 		$21K Buy
1,455
+1,000
+220% +$14.2K 0.01% 531
2017
Q3 		$7K Buy
+455
New +$6.21K ﹤0.01% 599

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wealthcare Advisory Partners's HPE Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Hewlett Packard (HPE) in Q2 2021, closing a stake of 2,240 shares — an estimated $35K sold.

Wealthcare Advisory Partners first reported a position in HPE in Q3 2017 and held it in 12 quarters. The position peaked at $38K in Q3 2019. 785 funds tracked by Wall St. Rank hold HPE as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining Hewlett Packard position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 2,240 Hewlett Packard shares in Q2 2021, an estimated $35K.
  • Wealthcare Advisory Partners first reported a position in Hewlett Packard in Q3 2017 and held it in 12 quarters.
  • Wealthcare Advisory Partners's Hewlett Packard position peaked at $38K in Q3 2019.
  • 785 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.