Planned Solutions’s Hewlett Packard HPE Stock Holding History

Planned Solutions’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	-263	Closed	-$5.38K	–	337
2024 Q3	$5.38K	Buy	+263	New	+$5.03K	﹤0.01%	494

Other funds holding HPE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Planned Solutions's HPE Position: Q4 2024 in Review

Planned Solutions sold out of Hewlett Packard (HPE) in Q4 2024, closing a stake of 263 shares — an estimated $5.38K sold.

Planned Solutions first reported a position in HPE in Q3 2024 and held it in 1 quarter. The position peaked at $5.38K in Q3 2024. 1,087 funds tracked by Wall St. Rank hold HPE as of Q4 2024.

Planned Solutions reported no remaining Hewlett Packard position as of Q4 2024 after selling out during the quarter.
Planned Solutions sold 263 Hewlett Packard shares in Q4 2024, an estimated $5.38K.
Planned Solutions first reported a position in Hewlett Packard in Q3 2024 and held it in 1 quarter.
Planned Solutions's Hewlett Packard position peaked at $5.38K in Q3 2024.
1,087 funds tracked by Wall St. Rank held Hewlett Packard as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.