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Northwest Financial Advisors’s Hewlett Packard HPE Stock Holding History

Northwest 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
Q4 		– Sell
-250
Closed -$5.12K – 290
2024
Q3 		$5.12K Buy
+250
New +$4.78K ﹤0.01% 441
2024
Q1 		– Sell
-246
Closed -$4.18K – 266
2023
Q4 		$4.18K Buy
+246
New +$4.01K ﹤0.01% 448

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northwest Financial Advisors's HPE Position: Q4 2024 in Review

Northwest Financial Advisors sold out of Hewlett Packard (HPE) in Q4 2024, closing a stake of 250 shares — an estimated $5.12K sold.

Northwest Financial Advisors first reported a position in HPE in Q4 2023 and held it in 2 quarters. The position peaked at $5.12K in Q3 2024. 1,087 funds tracked by Wall St. Rank hold HPE as of Q4 2024.

  • Northwest Financial Advisors reported no remaining Hewlett Packard position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 250 Hewlett Packard shares in Q4 2024, an estimated $5.12K.
  • Northwest Financial Advisors first reported a position in Hewlett Packard in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's Hewlett Packard position peaked at $5.12K in Q3 2024.
  • 1,087 funds tracked by Wall St. Rank held Hewlett Packard as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.