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First Personal Financial Services’s Hewlett Packard HPE Stock Holding History

First Personal Financial Services’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
-286
Closed -$6.05K – 580
2024
Q2 		$6.05K Hold
286
– – ﹤0.01% 306
2024
Q1 		$5.07K Buy
+286
New +$4.64K ﹤0.01% 308
2020
Q1 		– Sell
-1,230
Closed -$20K – 399
2019
Q4 		$20K Hold
1,230
– – 0.01% 247
2019
Q3 		$19K Sell
1,230
-75
-6% -$1.07K 0.01% 328
2019
Q2 		$20K Buy
1,305
+75
+6% +$1.14K 0.01% 404
2019
Q1 		$19K Hold
1,230
– – 0.01% 409
2018
Q4 		$16K Sell
1,230
-1,230
-50% -$18.4K 0.01% 404
2018
Q3 		$40K Hold
2,460
– – 0.01% 315
2018
Q2 		$36K Sell
2,460
-3,034
-55% -$50.3K 0.01% 321
2018
Q1 		$96K Sell
5,494
-14,174
-72% -$241K 0.02% 314
2017
Q4 		$282K Hold
19,668
– – 0.05% 202
2017
Q3 		$289K Sell
19,668
-5,684
-22% -$77.5K 0.06% 184
2017
Q2 		$326K Sell
25,352
-8,488
-25% -$118K 0.07% 171
2017
Q1 		$466K Sell
33,840
-700
-2% -$9.41K 0.11% 127
2016
Q4 		$465K Buy
34,540
+254
+0.7% +$3.39K 0.12% 127
2016
Q3 		$453K Buy
34,286
+32,577
+1,906% +$402K 0.13% 119
2016
Q2 		$18K Buy
+1,709
New +$17.4K 0.01% 436

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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

First Personal Financial Services's HPE Position: Q3 2024 in Review

First Personal Financial Services sold out of Hewlett Packard (HPE) in Q3 2024, closing a stake of 286 shares — an estimated $6.05K sold.

First Personal Financial Services first reported a position in HPE in Q2 2016 and held it in 17 quarters. The position peaked at $466K in Q1 2017. 1,016 funds tracked by Wall St. Rank hold HPE as of Q3 2024.

  • First Personal Financial Services reported no remaining Hewlett Packard position as of Q3 2024 after selling out during the quarter.
  • First Personal Financial Services sold 286 Hewlett Packard shares in Q3 2024, an estimated $6.05K.
  • First Personal Financial Services first reported a position in Hewlett Packard in Q2 2016 and held it in 17 quarters.
  • First Personal Financial Services's Hewlett Packard position peaked at $466K in Q1 2017.
  • 1,016 funds tracked by Wall St. Rank held Hewlett Packard as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.