WP
HPE icon

WealthPLAN Partners’s Hewlett Packard HPE Stock Holding History

WealthPLAN 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
2023
Q3 		– Sell
-331
Closed -$5.56K – 658
2023
Q2 		$5.56K Sell
331
-223
-40% -$3.41K ﹤0.01% 886
2023
Q1 		$8.82K Buy
+554
New +$8.7K ﹤0.01% 892
2016
Q3 		$2.82K Sell
217
-2,440
-92% -$30.1K ﹤0.01% 810
2016
Q2 		$2.33K Buy
+2,657
New +$27K ﹤0.01% 2217
2015
Q4 		$1.92K Buy
+650
New +$5.44K ﹤0.01% 1482

Other funds holding HPE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

WealthPLAN Partners's HPE Position: Q3 2023 in Review

WealthPLAN Partners sold out of Hewlett Packard (HPE) in Q3 2023, closing a stake of 331 shares — an estimated $5.56K sold.

WealthPLAN Partners first reported a position in HPE in Q4 2015 and held it in 5 quarters. The position peaked at $8.82K in Q1 2023. 857 funds tracked by Wall St. Rank hold HPE as of Q3 2023.

  • WealthPLAN Partners reported no remaining Hewlett Packard position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 331 Hewlett Packard shares in Q3 2023, an estimated $5.56K.
  • WealthPLAN Partners first reported a position in Hewlett Packard in Q4 2015 and held it in 5 quarters.
  • WealthPLAN Partners's Hewlett Packard position peaked at $8.82K in Q1 2023.
  • 857 funds tracked by Wall St. Rank held Hewlett Packard as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.