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Belpointe Asset Management’s Hewlett Packard HPE Stock Holding History

Belpointe Asset Management’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
Q4 		– Sell
-22,582
Closed -$462K – 906
2024
Q3 		$462K Buy
+22,582
New +$432K 0.03% 523
2023
Q4 		– Sell
-16,049
Closed -$279K – 729
2023
Q3 		$279K Buy
+16,049
New +$276K 0.03% 498
2023
Q2 		– Sell
-4,870
Closed -$77.6K – 1778
2023
Q1 		$77.6K Sell
4,870
-31,274
-87% -$491K ﹤0.01% 1460
2022
Q4 		$577K Buy
+36,144
New +$533K 0.03% 476
2021
Q2 		– Sell
-39,917
Closed -$629K – 1150
2021
Q1 		$629K Buy
+39,917
New +$553K 0.05% 352

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Belpointe Asset Management's HPE Position: Q4 2024 in Review

Belpointe Asset Management sold out of Hewlett Packard (HPE) in Q4 2024, closing a stake of 22,582 shares — an estimated $462K sold.

Belpointe Asset Management first reported a position in HPE in Q1 2021 and held it in 5 quarters. The position peaked at $629K in Q1 2021. 1,087 funds tracked by Wall St. Rank hold HPE as of Q4 2024.

  • Belpointe Asset Management reported no remaining Hewlett Packard position as of Q4 2024 after selling out during the quarter.
  • Belpointe Asset Management sold 22,582 Hewlett Packard shares in Q4 2024, an estimated $462K.
  • Belpointe Asset Management first reported a position in Hewlett Packard in Q1 2021 and held it in 5 quarters.
  • Belpointe Asset Management's Hewlett Packard position peaked at $629K in Q1 2021.
  • 1,087 funds tracked by Wall St. Rank held Hewlett Packard as of Q4 2024.

Based on Belpointe Asset Management's 13F filing for Q4 2024, filed 13 Feb 2025.