WealthSource Partners’s Hewlett Packard HPE Stock Holding History

WealthSource 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
2022 Q1	–	Sell	-10,365	Closed	-$163K	–	589
2021 Q4	$163K	Buy	10,365 +78	+0.8%	+$1.18K	0.01%	537
2021 Q3	$147K	Hold	10,287	–	–	0.01%	495
2021 Q2	$150K	Buy	+10,287	New	+$162K	0.01%	450

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Amundi Paris, France $367B AUM 31.23% 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

WealthSource Partners's HPE Position: Q1 2022 in Review

WealthSource Partners sold out of Hewlett Packard (HPE) in Q1 2022, closing a stake of 10,365 shares — an estimated $163K sold.

WealthSource Partners first reported a position in HPE in Q2 2021 and held it in 3 quarters. The position peaked at $163K in Q4 2021. 848 funds tracked by Wall St. Rank hold HPE as of Q1 2022.

WealthSource Partners reported no remaining Hewlett Packard position as of Q1 2022 after selling out during the quarter.
WealthSource Partners sold 10,365 Hewlett Packard shares in Q1 2022, an estimated $163K.
WealthSource Partners first reported a position in Hewlett Packard in Q2 2021 and held it in 3 quarters.
WealthSource Partners's Hewlett Packard position peaked at $163K in Q4 2021.
848 funds tracked by Wall St. Rank held Hewlett Packard as of Q1 2022.

Based on WealthSource Partners's 13F filing for Q1 2022, filed 9 May 2022.