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Wedbush Securities’s Hewlett Packard HPE Stock Holding History

Wedbush Securities’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
Q2 		– Sell
-14,960
Closed -$238K – 1095
2023
Q1 		$238K Sell
14,960
-6,828
-31% -$107K 0.01% 851
2022
Q4 		$348K Sell
21,788
-1,298
-6% -$19.1K 0.02% 670
2022
Q3 		$277K Buy
23,086
+2
+0% +$27 0.02% 761
2022
Q2 		$306K Buy
23,084
+993
+4% +$15.1K 0.02% 738
2022
Q1 		$369K Buy
22,091
+6,458
+41% +$108K 0.02% 716
2021
Q4 		$247K Buy
15,633
+5,572
+55% +$84K 0.01% 966
2021
Q3 		$143K Sell
10,061
-300
-3% -$4.33K 0.01% 1105
2021
Q2 		$151K Sell
10,361
-47
-0.5% -$742 0.01% 1095
2021
Q1 		$164K Sell
10,408
-25
-0.2% -$346 0.01% 1008
2020
Q4 		$124K Buy
+10,433
New +$109K 0.01% 822
2020
Q3 		– Sell
-15,518
Closed -$151K – 966
2020
Q2 		$151K Buy
15,518
+1,702
+12% +$16.7K 0.01% 817
2020
Q1 		$134K Sell
13,816
-400
-3% -$5.24K 0.02% 744
2019
Q4 		$225K Buy
+14,216
New +$227K 0.02% 813
2016
Q2 		– Sell
-17,379
Closed -$179K – 807
2016
Q1 		$179K Sell
17,379
-284
-2% -$2.38K 0.03% 608
2015
Q4 		$156K Buy
+17,663
New +$148K 0.03% 600

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Wedbush Securities's HPE Position: Q2 2023 in Review

Wedbush Securities sold out of Hewlett Packard (HPE) in Q2 2023, closing a stake of 14,960 shares — an estimated $238K sold.

Wedbush Securities first reported a position in HPE in Q4 2015 and held it in 15 quarters. The position peaked at $369K in Q1 2022. 856 funds tracked by Wall St. Rank hold HPE as of Q2 2023.

  • Wedbush Securities reported no remaining Hewlett Packard position as of Q2 2023 after selling out during the quarter.
  • Wedbush Securities sold 14,960 Hewlett Packard shares in Q2 2023, an estimated $238K.
  • Wedbush Securities first reported a position in Hewlett Packard in Q4 2015 and held it in 15 quarters.
  • Wedbush Securities's Hewlett Packard position peaked at $369K in Q1 2022.
  • 856 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2023.

Based on Wedbush Securities's 13F filing for Q2 2023, filed 14 Aug 2023.