WIA
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Wealthstreet Investment Advisors’s Hewlett Packard HPE Stock Holding History

Wealthstreet Investment Advisors’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
Q1 		– Sell
-12,986
Closed -$206K – 321
2019
Q4 		$206K Sell
12,986
-600
-4% -$9.59K 0.02% 333
2019
Q3 		$224K Sell
13,586
-700
-5% -$9.95K 0.03% 313
2019
Q2 		$214K Sell
14,286
-326
-2% -$4.94K 0.03% 324
2019
Q1 		$225K Hold
14,612
– – 0.03% 312
2018
Q4 		$229K Hold
14,612
– – 0.03% 301
2018
Q3 		$238K Sell
14,612
-500
-3% -$8.01K 0.03% 318
2018
Q2 		$221K Hold
15,112
– – 0.03% 318
2018
Q1 		$265K Sell
15,112
-200
-1% -$3.4K 0.03% 300
2017
Q4 		$220K Buy
+15,312
New +$218K 0.03% 313

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 $5.7T 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return