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Level Financial Advisors’s Hewlett Packard HPE Stock Holding History

Level Financial Advisors’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
Q1 		– Sell
-918
Closed -$15.6K – 148
2023
Q4 		$15.6K Hold
918
– – 0.01% 173
2023
Q3 		$15.9K Hold
918
– – 0.01% 163
2023
Q2 		$15.4K Hold
918
– – 0.01% 165
2023
Q1 		$14.6K Hold
918
– – 0.01% 156
2022
Q4 		$15K Hold
918
– – 0.01% 142
2022
Q3 		$11K Hold
918
– – 0.01% 170
2022
Q2 		$12K Hold
918
– – 0.01% 175
2022
Q1 		$15K Hold
918
– – 0.01% 141
2021
Q4 		$14K Buy
+918
New +$13.8K 0.01% 156

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Level Financial Advisors's HPE Position: Q1 2024 in Review

Level Financial Advisors sold out of Hewlett Packard (HPE) in Q1 2024, closing a stake of 918 shares — an estimated $15.6K sold.

Level Financial Advisors first reported a position in HPE in Q4 2021 and held it in 9 quarters. The position peaked at $15.9K in Q3 2023. 900 funds tracked by Wall St. Rank hold HPE as of Q1 2024.

  • Level Financial Advisors reported no remaining Hewlett Packard position as of Q1 2024 after selling out during the quarter.
  • Level Financial Advisors sold 918 Hewlett Packard shares in Q1 2024, an estimated $15.6K.
  • Level Financial Advisors first reported a position in Hewlett Packard in Q4 2021 and held it in 9 quarters.
  • Level Financial Advisors's Hewlett Packard position peaked at $15.9K in Q3 2023.
  • 900 funds tracked by Wall St. Rank held Hewlett Packard as of Q1 2024.

Based on Level Financial Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.