FinTrust Capital Advisors’s Hewlett Packard HPE Stock Holding History

FinTrust Capital 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 Q3	$36.9K	Buy	+1,805	New	+$34.5K	0.01%	664
2024 Q2	–	Sell	-278	Closed	-$4.93K	–	1390
2024 Q1	$4.93K	Sell	278 -6,047	-96%	-$98.2K	﹤0.01%	991
2023 Q4	$107K	Hold	6,325	–	–	0.02%	356
2023 Q3	$110K	Hold	6,325	–	–	0.02%	322
2023 Q2	$101K	Hold	6,325	–	–	0.02%	348
2023 Q1	$101K	Hold	6,325	–	–	0.02%	345
2022 Q4	$101K	Hold	6,325	–	–	0.02%	345
2022 Q3	$81K	Hold	6,325	–	–	0.02%	419
2022 Q2	$87K	Hold	6,325	–	–	0.02%	419
2022 Q1	$106K	Buy	+6,325	New	+$106K	0.02%	419
2020 Q4	–	Sell	-63	Closed	-$1	–	1105
2020 Q3	$1	Buy	+63	New	+$602	﹤0.01%	1100
2019 Q1	–	Sell	-175	Closed	-$2K	–	1288
2018 Q4	$2K	Buy	+175	New	+$2.62K	﹤0.01%	1103

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

FinTrust Capital Advisors's HPE Position: Q3 2024 in Review

FinTrust Capital Advisors opened a new position in Hewlett Packard (HPE) in Q3 2024: 1,805 shares worth $36.9K. The stake represents 0.01% of the portfolio and ranks #664 among its holdings. This is a return to the name: FinTrust Capital Advisors previously reported a position in HPE as recently as Q1 2024.

FinTrust Capital Advisors first reported a position in HPE in Q4 2018 and has held it in 12 quarters since. The position peaked at $110K in Q3 2023. 1,016 funds tracked by Wall St. Rank hold HPE as of Q3 2024.

FinTrust Capital Advisors held 1,805 shares of Hewlett Packard worth $36.9K as of Q3 2024.
Hewlett Packard was a new FinTrust Capital Advisors position in Q3 2024.
Hewlett Packard made up 0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #664 holding.
FinTrust Capital Advisors first reported a position in Hewlett Packard in Q4 2018 and has held it in 12 quarters since.
FinTrust Capital Advisors's Hewlett Packard position peaked at $110K in Q3 2023.
1,016 funds tracked by Wall St. Rank held Hewlett Packard as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.