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Carolina Wealth Advisors’s Hewlett Packard HPE Stock Holding History

Carolina Wealth 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
Q4 		– Sell
-15
Closed -$307 – 319
2024
Q3 		$307 Hold
15
– – ﹤0.01% 323
2024
Q2 		$318 Hold
15
– – ﹤0.01% 212
2024
Q1 		$265 Hold
15
– – ﹤0.01% 210
2023
Q4 		$254 Hold
15
– – ﹤0.01% 234
2023
Q3 		$260 Hold
15
– – ﹤0.01% 254
2023
Q2 		$252 Hold
15
– – ﹤0.01% 243
2023
Q1 		$239 Hold
15
– – ﹤0.01% 260
2022
Q4 		$0 Hold
15
– – ﹤0.01% 243
2022
Q3 		$0 Hold
15
– – ﹤0.01% 256
2022
Q2 		$0 Hold
15
– – ﹤0.01% 278
2022
Q1 		$0 Hold
15
– – ﹤0.01% 289
2021
Q4 		$0 Hold
15
– – ﹤0.01% 281
2021
Q3 		$0 Hold
15
– – ﹤0.01% 282
2021
Q2 		$0 Hold
15
– – ﹤0.01% 300
2021
Q1 		$0 Hold
15
– – ﹤0.01% 318
2020
Q4 		$0 Hold
15
– – ﹤0.01% 252
2020
Q3 		$0 Hold
15
– – ﹤0.01% 220
2020
Q2 		$0 Hold
15
– – ﹤0.01% 176
2020
Q1 		$0 Hold
15
– – ﹤0.01% 183
2019
Q4 		$0 Buy
+15
New +$240 ﹤0.01% 182

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

Carolina Wealth Advisors's HPE Position: Q4 2024 in Review

Carolina Wealth Advisors sold out of Hewlett Packard (HPE) in Q4 2024, closing a stake of 15 shares — an estimated $307 sold.

Carolina Wealth Advisors first reported a position in HPE in Q4 2019 and held it in 20 quarters. The position peaked at $318 in Q2 2024. 1,087 funds tracked by Wall St. Rank hold HPE as of Q4 2024.

  • Carolina Wealth Advisors reported no remaining Hewlett Packard position as of Q4 2024 after selling out during the quarter.
  • Carolina Wealth Advisors sold 15 Hewlett Packard shares in Q4 2024, an estimated $307.
  • Carolina Wealth Advisors first reported a position in Hewlett Packard in Q4 2019 and held it in 20 quarters.
  • Carolina Wealth Advisors's Hewlett Packard position peaked at $318 in Q2 2024.
  • 1,087 funds tracked by Wall St. Rank held Hewlett Packard as of Q4 2024.

Based on Carolina Wealth Advisors's 13F filing for Q4 2024, filed 14 Jan 2025.