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Financial Gravity Asset Management’s Hewlett Packard HPE Stock Holding History

Financial Gravity Asset 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
Q2 		– Sell
-12
Closed -$206 – 1892
2024
Q1 		$206 Sell
12
-14
-54% -$227 ﹤0.01% 1615
2023
Q4 		$407 Buy
26
+13
+100% +$212 ﹤0.01% 1181
2023
Q3 		$193 Sell
13
-4
-24% -$69 ﹤0.01% 957
2023
Q2 		$196 Buy
17
+1
+6% +$15 ﹤0.01% 1182
2023
Q1 		$201 Hold
16
– – 0.01% 613
2022
Q4 		$217 Sell
16
-32
-67% -$472 ﹤0.01% 927
2022
Q3 		$151 Sell
48
-4
-8% -$54 0.01% 597
2022
Q2 		$166 Sell
52
-16
-24% -$243 0.01% 554
2022
Q1 		$210 Buy
68
+4
+6% +$67 0.01% 564
2021
Q4 		$199 Buy
64
+51
+392% +$769 ﹤0.01% 622
2021
Q3 		$14K Hold
13
– – 0.01% 846
2021
Q2 		$15K Hold
13
– – 0.01% 858
2021
Q1 		$198 Buy
13
+1
+8% +$14 ﹤0.01% 458
2020
Q4 		$0 Buy
+12
New +$126 ﹤0.01% 571
2020
Q2 		– Sell
-999
Closed -$9.69K – 388
2020
Q1 		$9.69K Sell
999
-636
-39% -$8.33K 0.03% 215
2019
Q4 		$16K Sell
1,635
-950
-37% -$15.2K 0.01% 1087
2019
Q3 		$39K Sell
2,585
-603
-19% -$8.57K 0.03% 330
2019
Q2 		$48K Sell
3,188
-701
-18% -$10.6K 0.04% 326
2019
Q1 		$62K Buy
+3,889
New +$59.9K 0.05% 269
2018
Q3 		$79K Buy
5,432
+130
+2% +$2.08K 0.08% 241
2018
Q2 		$84K Sell
5,302
-192
-3% -$3.18K 0.08% 238
2018
Q1 		$94K Buy
+5,494
New +$93.3K 0.1% 197

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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Financial Gravity Asset Management's HPE Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of Hewlett Packard (HPE) in Q2 2024, closing a stake of 12 shares — an estimated $206 sold.

Financial Gravity Asset Management first reported a position in HPE in Q1 2018 and held it in 22 quarters. The position peaked at $94K in Q1 2018. 979 funds tracked by Wall St. Rank hold HPE as of Q2 2024.

  • Financial Gravity Asset Management reported no remaining Hewlett Packard position as of Q2 2024 after selling out during the quarter.
  • Financial Gravity Asset Management sold 12 Hewlett Packard shares in Q2 2024, an estimated $206.
  • Financial Gravity Asset Management first reported a position in Hewlett Packard in Q1 2018 and held it in 22 quarters.
  • Financial Gravity Asset Management's Hewlett Packard position peaked at $94K in Q1 2018.
  • 979 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.