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Janiczek Wealth Management’s Hewlett Packard HPE Stock Holding History

Janiczek 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
Q2 		$216K Sell
10,191
-423
-4% -$7.8K 0.05% 175
2024
Q1 		$188K Buy
10,614
+1,324
+14% +$21.5K 0.04% 187
2023
Q4 		$158K Buy
9,290
+383
+4% +$6.24K 0.04% 199
2023
Q3 		$155K Sell
8,907
-50
-0.6% -$860 0.04% 179
2023
Q2 		$151K Buy
8,957
+616
+7% +$9.42K 0.04% 168
2023
Q1 		$133K Buy
8,341
+257
+3% +$4.04K 0.04% 169
2022
Q4 		$132K Sell
8,084
-320
-4% -$4.72K 0.04% 182
2022
Q3 		$103K Sell
8,404
-452
-5% -$6.14K 0.03% 192
2022
Q2 		$126K Buy
8,856
+2,737
+45% +$41.5K 0.04% 169
2022
Q1 		$102K Buy
6,119
+2,370
+63% +$39.7K 0.03% 203
2021
Q4 		$59K Buy
3,749
+1,152
+44% +$17.4K 0.02% 281
2021
Q3 		$37K Buy
2,597
+60
+2% +$866 0.01% 340
2021
Q2 		$37K Buy
2,537
+50
+2% +$790 0.01% 311
2021
Q1 		$39K Hold
2,487
– – 0.02% 273
2020
Q4 		$29K Buy
2,487
+2,273
+1,062% +$23.9K 0.01% 286
2020
Q3 		$2K Buy
+214
New +$2.04K ﹤0.01% 509

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

Janiczek Wealth Management's HPE Position: Q2 2024 in Review

Janiczek Wealth Management reduced its Hewlett Packard (HPE) stake by 4% in Q2 2024, selling an estimated $7.8K and leaving 10,191 shares worth $216K. The position accounts for 0.05% of the portfolio, ranked #175.

Janiczek Wealth Management first reported a position in HPE in Q3 2020 and has held it in 16 quarters since. 979 funds tracked by Wall St. Rank hold HPE as of Q2 2024.

  • Janiczek Wealth Management held 10,191 shares of Hewlett Packard worth $216K as of Q2 2024.
  • Janiczek Wealth Management sold 423 Hewlett Packard shares in Q2 2024, an estimated $7.8K.
  • Hewlett Packard made up 0.05% of Janiczek Wealth Management's portfolio in Q2 2024, its #175 holding.
  • Janiczek Wealth Management first reported a position in Hewlett Packard in Q3 2020 and has held it in 16 quarters since.
  • 979 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.