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Insight Wealth Strategies’s Hewlett Packard HPE Stock Holding History

Insight Wealth Strategies’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
-115,853
Closed -$2.45M – 166
2024
Q2 		$2.45M Sell
115,853
-7,814
-6% -$144K 0.35% 68
2024
Q1 		$2.19M Buy
123,667
+3,283
+3% +$53.3K 0.32% 71
2023
Q4 		$2.04M Buy
120,384
+3,798
+3% +$61.9K 0.33% 65
2023
Q3 		$2.03M Buy
116,586
+4,163
+4% +$71.6K 0.39% 45
2023
Q2 		$1.89M Sell
112,423
-383
-0.3% -$5.86K 0.36% 47
2023
Q1 		$1.8M Sell
112,806
-1,997
-2% -$31.4K 0.35% 47
2022
Q4 		$1.83M Buy
114,803
+6,007
+6% +$88.6K 0.35% 47
2022
Q3 		$1.44M Hold
108,796
– – 0.27% 62
2022
Q2 		$1.44M Buy
108,796
+2,781
+3% +$42.2K 0.27% 62
2022
Q1 		$1.77M Buy
+106,015
New +$1.78M 0.26% 60

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

Insight Wealth Strategies's HPE Position: Q3 2024 in Review

Insight Wealth Strategies sold out of Hewlett Packard (HPE) in Q3 2024, closing a stake of 115,853 shares — an estimated $2.45M sold.

Insight Wealth Strategies first reported a position in HPE in Q1 2022 and held it in 10 quarters. The position peaked at $2.45M in Q2 2024. 1,016 funds tracked by Wall St. Rank hold HPE as of Q3 2024.

  • Insight Wealth Strategies reported no remaining Hewlett Packard position as of Q3 2024 after selling out during the quarter.
  • Insight Wealth Strategies sold 115,853 Hewlett Packard shares in Q3 2024, an estimated $2.45M.
  • Insight Wealth Strategies first reported a position in Hewlett Packard in Q1 2022 and held it in 10 quarters.
  • Insight Wealth Strategies's Hewlett Packard position peaked at $2.45M in Q2 2024.
  • 1,016 funds tracked by Wall St. Rank held Hewlett Packard as of Q3 2024.

Based on Insight Wealth Strategies's 13F filing for Q3 2024, filed 7 Oct 2024.