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Clarus Wealth Advisors’s Hewlett Packard HPE Stock Holding History

Clarus 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
-11,458
Closed -$239K – 129
2024
Q3 		$239K Buy
+11,458
New +$219K 0.12% 112

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

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

Clarus Wealth Advisors sold out of Hewlett Packard (HPE) in Q4 2024, closing a stake of 11,458 shares — an estimated $239K sold.

Clarus Wealth Advisors first reported a position in HPE in Q3 2024 and held it in 1 quarter. The position peaked at $239K in Q3 2024. 1,087 funds tracked by Wall St. Rank hold HPE as of Q4 2024.

  • Clarus Wealth Advisors reported no remaining Hewlett Packard position as of Q4 2024 after selling out during the quarter.
  • Clarus Wealth Advisors sold 11,458 Hewlett Packard shares in Q4 2024, an estimated $239K.
  • Clarus Wealth Advisors first reported a position in Hewlett Packard in Q3 2024 and held it in 1 quarter.
  • Clarus Wealth Advisors's Hewlett Packard position peaked at $239K in Q3 2024.
  • 1,087 funds tracked by Wall St. Rank held Hewlett Packard as of Q4 2024.

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