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Cassady Schiller Wealth Management’s Hewlett Packard HPE Stock Holding History

Cassady Schiller Wealth 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 		$1.64K Buy
+77
New +$1.63K ﹤0.01% 633
2023
Q2 		– Sell
-100
Closed -$1.59K – 481
2023
Q1 		$1.59K Buy
+100
New +$1.57K ﹤0.01% 406
2022
Q1 		– Sell
-107
Closed -$2K – 317
2021
Q4 		$2K Buy
+107
New +$1.61K ﹤0.01% 399

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

Cassady Schiller Wealth Management's HPE Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Hewlett Packard (HPE) in Q4 2024: 77 shares worth $1.64K. The stake represents ﹤0.01% of the portfolio and ranks #633 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in HPE as recently as Q1 2023.

Cassady Schiller Wealth Management first reported a position in HPE in Q4 2021 and has held it in 3 quarters since. The position peaked at $2K in Q4 2021. 1,087 funds tracked by Wall St. Rank hold HPE as of Q4 2024.

  • Cassady Schiller Wealth Management held 77 shares of Hewlett Packard worth $1.64K as of Q4 2024.
  • Hewlett Packard was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Hewlett Packard made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #633 holding.
  • Cassady Schiller Wealth Management first reported a position in Hewlett Packard in Q4 2021 and has held it in 3 quarters since.
  • Cassady Schiller Wealth Management's Hewlett Packard position peaked at $2K in Q4 2021.
  • 1,087 funds tracked by Wall St. Rank held Hewlett Packard as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.