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Capital Performance Advisors’s Hewlett Packard HPE Stock Holding History

Capital Performance 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
2025
Q1 		– Sell
-11,776
Closed -$251K – 272
2024
Q4 		$251K Buy
11,776
+3,585
+44% +$75.7K 0.08% 116
2024
Q3 		$168K Buy
+8,191
New +$157K 0.05% 126

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Capital Performance Advisors's HPE Position: Q1 2025 in Review

Capital Performance Advisors sold out of Hewlett Packard (HPE) in Q1 2025, closing a stake of 11,776 shares — an estimated $251K sold.

Capital Performance Advisors first reported a position in HPE in Q3 2024 and held it in 2 quarters. The position peaked at $251K in Q4 2024. 1,030 funds tracked by Wall St. Rank hold HPE as of Q1 2025.

  • Capital Performance Advisors reported no remaining Hewlett Packard position as of Q1 2025 after selling out during the quarter.
  • Capital Performance Advisors sold 11,776 Hewlett Packard shares in Q1 2025, an estimated $251K.
  • Capital Performance Advisors first reported a position in Hewlett Packard in Q3 2024 and held it in 2 quarters.
  • Capital Performance Advisors's Hewlett Packard position peaked at $251K in Q4 2024.
  • 1,030 funds tracked by Wall St. Rank held Hewlett Packard as of Q1 2025.

Based on Capital Performance Advisors's 13F filing for Q1 2025, filed 9 May 2025.