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BBJS Financial Advisors’s Hewlett Packard HPE Stock Holding History

BBJS Financial 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
2024
Q3 		$2.39K Buy
117
+1
+0.9% +$19 ﹤0.01% 134
2024
Q2 		$2.46K Buy
116
+1
+0.9% +$18 ﹤0.01% 159
2024
Q1 		$2.04K Buy
115
+1
+0.9% +$16 ﹤0.01% 124
2023
Q4 		$1.94K Buy
114
+1
+0.9% +$16 ﹤0.01% 116
2023
Q3 		$1.97K Hold
113
– – ﹤0.01% 114
2023
Q2 		$1.89K Buy
113
+1
+0.9% +$15 ﹤0.01% 112
2023
Q1 		$1.78K Buy
112
+1
+0.9% +$16 ﹤0.01% 118
2022
Q4 		$1.77K Buy
+111
New +$1.64K ﹤0.01% 123

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

BBJS Financial Advisors's HPE Position: Q3 2024 in Review

BBJS Financial Advisors increased its Hewlett Packard (HPE) stake by 0.86% in Q3 2024, buying an estimated $19 and bringing the position to 117 shares worth $2.39K. The position accounts for ﹤0.01% of the portfolio, ranked #134.

BBJS Financial Advisors first reported a position in HPE in Q4 2022 and has held it in 8 quarters since. The position peaked at $2.46K in Q2 2024. 1,016 funds tracked by Wall St. Rank hold HPE as of Q3 2024.

  • BBJS Financial Advisors held 117 shares of Hewlett Packard worth $2.39K as of Q3 2024.
  • BBJS Financial Advisors bought 1 Hewlett Packard share in Q3 2024, an estimated $19.
  • Hewlett Packard made up ﹤0.01% of BBJS Financial Advisors's portfolio in Q3 2024, its #134 holding.
  • BBJS Financial Advisors first reported a position in Hewlett Packard in Q4 2022 and has held it in 8 quarters since.
  • BBJS Financial Advisors's Hewlett Packard position peaked at $2.46K in Q2 2024.
  • 1,016 funds tracked by Wall St. Rank held Hewlett Packard as of Q3 2024.

Based on BBJS Financial Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.