Delap Wealth Advisory’s Hewlett Packard HPE Stock Holding History

Delap Wealth Advisory’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 Q3	–	Sell	-14,016	Closed	-$297K	–	82
2024 Q2	$297K	Buy	+14,016	New	+$258K	0.14%	78

Other funds holding HPE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Delap Wealth Advisory's HPE Position: Q3 2024 in Review

Delap Wealth Advisory sold out of Hewlett Packard (HPE) in Q3 2024, closing a stake of 14,016 shares — an estimated $297K sold.

Delap Wealth Advisory first reported a position in HPE in Q2 2024 and held it in 1 quarter. The position peaked at $297K in Q2 2024. 1,016 funds tracked by Wall St. Rank hold HPE as of Q3 2024.

Delap Wealth Advisory reported no remaining Hewlett Packard position as of Q3 2024 after selling out during the quarter.
Delap Wealth Advisory sold 14,016 Hewlett Packard shares in Q3 2024, an estimated $297K.
Delap Wealth Advisory first reported a position in Hewlett Packard in Q2 2024 and held it in 1 quarter.
Delap Wealth Advisory's Hewlett Packard position peaked at $297K in Q2 2024.
1,016 funds tracked by Wall St. Rank held Hewlett Packard as of Q3 2024.

Based on Delap Wealth Advisory's 13F filing for Q3 2024, filed 12 Nov 2024.