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Gilliland Jeter Wealth Management’s Hewlett Packard HPE Stock Holding History

Gilliland Jeter Wealth 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
Q4 		– Sell
-265
Closed -$5.42K – 376
2024
Q3 		$5.42K Hold
265
– – ﹤0.01% 518
2024
Q2 		$5.61K Hold
265
– – ﹤0.01% 495
2024
Q1 		$4.7K Buy
+265
New +$4.3K ﹤0.01% 501

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Gilliland Jeter Wealth Management's HPE Position: Q4 2024 in Review

Gilliland Jeter Wealth Management sold out of Hewlett Packard (HPE) in Q4 2024, closing a stake of 265 shares — an estimated $5.42K sold.

Gilliland Jeter Wealth Management first reported a position in HPE in Q1 2024 and held it in 3 quarters. The position peaked at $5.61K in Q2 2024. 1,087 funds tracked by Wall St. Rank hold HPE as of Q4 2024.

  • Gilliland Jeter Wealth Management reported no remaining Hewlett Packard position as of Q4 2024 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 265 Hewlett Packard shares in Q4 2024, an estimated $5.42K.
  • Gilliland Jeter Wealth Management first reported a position in Hewlett Packard in Q1 2024 and held it in 3 quarters.
  • Gilliland Jeter Wealth Management's Hewlett Packard position peaked at $5.61K in Q2 2024.
  • 1,087 funds tracked by Wall St. Rank held Hewlett Packard as of Q4 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.