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Wealthspire Advisors (Maryland)’s Hewlett Packard HPE Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q2 		– Sell
-12,919
Closed -$125K – 458
2020
Q1 		$125K Buy
12,919
+1,312
+11% +$17.2K 0.01% 409
2019
Q4 		$184K Buy
11,607
+179
+2% +$2.86K 0.01% 478
2019
Q3 		$173K Buy
+11,428
New +$162K 0.01% 448
2019
Q2 		– Sell
-10,373
Closed -$160K – 1133
2019
Q1 		$160K Buy
10,373
+1,593
+18% +$24.5K 0.01% 490
2018
Q4 		$116K Sell
8,780
-111
-1% -$1.66K 0.01% 558
2018
Q3 		$145K Buy
8,891
+345
+4% +$5.53K 0.01% 550
2018
Q2 		$125K Sell
8,546
-463
-5% -$7.68K 0.01% 613
2018
Q1 		$158K Sell
9,009
-103
-1% -$1.75K 0.01% 547
2017
Q4 		$131K Buy
9,112
+2,659
+41% +$37.8K 0.01% 618
2017
Q3 		$95K Sell
6,453
-1,073
-14% -$14.6K 0.01% 733
2017
Q2 		$97K Sell
7,526
-850
-10% -$11.8K 0.01% 704
2017
Q1 		$115K Sell
8,376
-151
-2% -$2.03K 0.02% 554
2016
Q4 		$115K Buy
8,527
+373
+5% +$4.98K 0.02% 536
2016
Q3 		$108K Buy
8,154
+759
+10% +$9.37K 0.02% 548
2016
Q2 		$79K Buy
7,395
+1,165
+19% +$11.9K 0.01% 597
2016
Q1 		$64K Sell
6,230
-18,362
-75% -$154K 0.01% 637
2015
Q4 		$217K Buy
+24,592
New +$206K 0.04% 342

Other funds holding HPE

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s HPE Position: Q2 2020 in Review

Wealthspire Advisors (Maryland) sold out of Hewlett Packard (HPE) in Q2 2020, closing a stake of 12,919 shares — an estimated $125K sold.

Wealthspire Advisors (Maryland) first reported a position in HPE in Q4 2015 and held it in 17 quarters. The position peaked at $217K in Q4 2015. 722 funds tracked by Wall St. Rank hold HPE as of Q2 2020.

  • Wealthspire Advisors (Maryland) reported no remaining Hewlett Packard position as of Q2 2020 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 12,919 Hewlett Packard shares in Q2 2020, an estimated $125K.
  • Wealthspire Advisors (Maryland) first reported a position in Hewlett Packard in Q4 2015 and held it in 17 quarters.
  • Wealthspire Advisors (Maryland)'s Hewlett Packard position peaked at $217K in Q4 2015.
  • 722 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2020, filed 14 Aug 2020.