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Legacy Capital Wealth Partners’s Hewlett Packard HPE Stock Holding History

Legacy Capital Wealth Partners’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
-53,780
Closed -$778K – 332
2024
Q1 		$778K Buy
+53,780
New +$873K 0.55% 49

Other funds holding HPE

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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

Legacy Capital Wealth Partners's HPE Position: Q2 2024 in Review

Legacy Capital Wealth Partners sold out of Hewlett Packard (HPE) in Q2 2024, closing a stake of 53,780 shares — an estimated $778K sold.

Legacy Capital Wealth Partners first reported a position in HPE in Q1 2024 and held it in 1 quarter. The position peaked at $778K in Q1 2024. 979 funds tracked by Wall St. Rank hold HPE as of Q2 2024.

  • Legacy Capital Wealth Partners reported no remaining Hewlett Packard position as of Q2 2024 after selling out during the quarter.
  • Legacy Capital Wealth Partners sold 53,780 Hewlett Packard shares in Q2 2024, an estimated $778K.
  • Legacy Capital Wealth Partners first reported a position in Hewlett Packard in Q1 2024 and held it in 1 quarter.
  • Legacy Capital Wealth Partners's Hewlett Packard position peaked at $778K in Q1 2024.
  • 979 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2024.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2024, filed 2 Aug 2024.