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Financial Synergies Wealth Advisors’s Hewlett Packard HPE Stock Holding History

Financial Synergies 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
Q2 		– Sell
-1,616
Closed -$28.7K – 232
2024
Q1 		$28.7K Buy
1,616
+46
+3% +$747 ﹤0.01% 164
2023
Q4 		$25.1K Sell
1,570
-23
-1% -$375 ﹤0.01% 123
2023
Q3 		$27.7K Buy
1,593
+10
+0.6% +$172 ﹤0.01% 151
2023
Q2 		$26.6K Buy
1,583
+2
+0.1% +$31 ﹤0.01% 144
2023
Q1 		$25.2K Buy
1,581
+11
+0.7% +$173 ﹤0.01% 157
2022
Q4 		$25.1K Buy
1,570
+115
+8% +$1.7K ﹤0.01% 123
2022
Q3 		$17.4K Sell
1,455
-71
-5% -$965 ﹤0.01% 133
2022
Q2 		$20.2K Buy
+1,526
New +$23.1K ﹤0.01% 136

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 Synergies Wealth Advisors's HPE Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Hewlett Packard (HPE) in Q2 2024, closing a stake of 1,616 shares — an estimated $28.7K sold.

Financial Synergies Wealth Advisors first reported a position in HPE in Q2 2022 and held it in 8 quarters. The position peaked at $28.7K in Q1 2024. 979 funds tracked by Wall St. Rank hold HPE as of Q2 2024.

  • Financial Synergies Wealth Advisors reported no remaining Hewlett Packard position as of Q2 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 1,616 Hewlett Packard shares in Q2 2024, an estimated $28.7K.
  • Financial Synergies Wealth Advisors first reported a position in Hewlett Packard in Q2 2022 and held it in 8 quarters.
  • Financial Synergies Wealth Advisors's Hewlett Packard position peaked at $28.7K in Q1 2024.
  • 979 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.