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Claro Advisors’s Hewlett Packard HPE Stock Holding History

Claro 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
-12,369
Closed -$264K – 524
2024
Q4 		$264K Sell
12,369
-3,473
-22% -$73.3K 0.04% 389
2024
Q3 		$324K Buy
+15,842
New +$303K 0.04% 357
2019
Q1 		– Sell
-1,039
Closed -$17K – 497
2018
Q4 		$17K Buy
+1,039
New +$15.6K 0.01% 578

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

Claro Advisors's HPE Position: Q1 2025 in Review

Claro Advisors sold out of Hewlett Packard (HPE) in Q1 2025, closing a stake of 12,369 shares — an estimated $264K sold.

Claro Advisors first reported a position in HPE in Q4 2018 and held it in 3 quarters. The position peaked at $324K in Q3 2024. 1,030 funds tracked by Wall St. Rank hold HPE as of Q1 2025.

  • Claro Advisors reported no remaining Hewlett Packard position as of Q1 2025 after selling out during the quarter.
  • Claro Advisors sold 12,369 Hewlett Packard shares in Q1 2025, an estimated $264K.
  • Claro Advisors first reported a position in Hewlett Packard in Q4 2018 and held it in 3 quarters.
  • Claro Advisors's Hewlett Packard position peaked at $324K in Q3 2024.
  • 1,030 funds tracked by Wall St. Rank held Hewlett Packard as of Q1 2025.

Based on Claro Advisors's 13F filing for Q1 2025, filed 12 May 2025.