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Capital Investment Advisors’s Hewlett Packard HPE Stock Holding History

Capital 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
2024
Q2 		– Sell
-10,085
Closed -$179K – 659
2024
Q1 		$179K Buy
+10,085
New +$164K ﹤0.01% 589
2023
Q2 		– Sell
-10,578
Closed -$169K – 562
2023
Q1 		$169K Sell
10,578
-199
-2% -$3.13K 0.01% 534
2022
Q4 		$172K Sell
10,777
-2,239
-17% -$33K 0.01% 547
2022
Q3 		$156K Buy
13,016
+2,897
+29% +$39.4K 0.01% 515
2022
Q2 		$134K Sell
10,119
-148
-1% -$2.24K ﹤0.01% 545
2022
Q1 		$172K Buy
10,267
+3
+0% +$50 0.01% 562
2021
Q4 		$162K Buy
+10,264
New +$155K ﹤0.01% 574
2021
Q1 		– Sell
-11,682
Closed -$138K – 560
2020
Q4 		$138K Sell
11,682
-1,336
-10% -$14K 0.01% 510
2020
Q3 		$122K Sell
13,018
-453
-3% -$4.33K 0.01% 496
2020
Q2 		$131K Buy
13,471
+303
+2% +$2.98K 0.01% 480
2020
Q1 		$128K Hold
13,168
– – 0.01% 447
2019
Q4 		$209K Sell
13,168
-650
-5% -$10.4K 0.01% 478
2019
Q3 		$210K Sell
13,818
-100
-0.7% -$1.42K 0.01% 463
2019
Q2 		$208K Buy
13,918
+30
+0.2% +$455 0.01% 457
2019
Q1 		$214K Sell
13,888
-306
-2% -$4.71K 0.01% 443
2018
Q4 		$188K Sell
14,194
-53
-0.4% -$794 0.01% 441
2018
Q3 		$232K Hold
14,247
– – 0.01% 436
2018
Q2 		$208K Buy
14,247
+95
+0.7% +$1.57K 0.01% 448
2018
Q1 		$248K Buy
14,152
+527
+4% +$8.95K 0.02% 417
2017
Q4 		$196K Sell
13,625
-245
-2% -$3.48K 0.01% 449
2017
Q3 		$204K Sell
13,870
-8,963
-39% -$122K 0.01% 432
2017
Q2 		$294K Sell
22,833
-6,934
-23% -$96.5K 0.02% 377
2017
Q1 		$410K Buy
+29,767
New +$400K 0.03% 310

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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capital Investment Advisors's HPE Position: Q2 2024 in Review

Capital Investment Advisors sold out of Hewlett Packard (HPE) in Q2 2024, closing a stake of 10,085 shares — an estimated $179K sold.

Capital Investment Advisors first reported a position in HPE in Q1 2017 and held it in 23 quarters. The position peaked at $410K in Q1 2017. 979 funds tracked by Wall St. Rank hold HPE as of Q2 2024.

  • Capital Investment Advisors reported no remaining Hewlett Packard position as of Q2 2024 after selling out during the quarter.
  • Capital Investment Advisors sold 10,085 Hewlett Packard shares in Q2 2024, an estimated $179K.
  • Capital Investment Advisors first reported a position in Hewlett Packard in Q1 2017 and held it in 23 quarters.
  • Capital Investment Advisors's Hewlett Packard position peaked at $410K in Q1 2017.
  • 979 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2024.

Based on Capital Investment Advisors's 13F filing for Q2 2024, filed 12 Jul 2024.