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Kathleen S. Wright Associates’s Hewlett Packard HPE Stock Holding History

Kathleen S. Wright Associates’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 		– Sell
-63
Closed -$1.12K – 235
2024
Q1 		$1.12K Buy
+63
New +$1.02K ﹤0.01% 219
2023
Q4 		– Sell
-200
Closed -$3.47K – 206
2023
Q3 		$3.47K Buy
+200
New +$3.44K ﹤0.01% 173

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

Kathleen S. Wright Associates's HPE Position: Q2 2024 in Review

Kathleen S. Wright Associates sold out of Hewlett Packard (HPE) in Q2 2024, closing a stake of 63 shares — an estimated $1.12K sold.

Kathleen S. Wright Associates first reported a position in HPE in Q3 2023 and held it in 2 quarters. The position peaked at $3.47K in Q3 2023. 979 funds tracked by Wall St. Rank hold HPE as of Q2 2024.

  • Kathleen S. Wright Associates reported no remaining Hewlett Packard position as of Q2 2024 after selling out during the quarter.
  • Kathleen S. Wright Associates sold 63 Hewlett Packard shares in Q2 2024, an estimated $1.12K.
  • Kathleen S. Wright Associates first reported a position in Hewlett Packard in Q3 2023 and held it in 2 quarters.
  • Kathleen S. Wright Associates's Hewlett Packard position peaked at $3.47K in Q3 2023.
  • 979 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2024.

Based on Kathleen S. Wright Associates's 13F filing for Q2 2024, filed 18 Jul 2024.