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Raymond James Financial Services Advisors’s Hewlett Packard HPE Stock Holding History

Raymond James Financial Services 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
2023
Q1 		– Sell
-13,200
Closed -$660 – 3329
2022
Q4 		$660 Hold
13,200
– – ﹤0.01% 3244
2022
Q3 		$1K Hold
13,200
– – ﹤0.01% 3261
2022
Q2 		$3K Hold
13,200
– – ﹤0.01% 3234
2022
Q1 		$10K Hold
13,200
– – ﹤0.01% 3290
2021
Q4 		$1K Hold
13,200
– – ﹤0.01% 3305
2021
Q3 		$3K Hold
13,200
– – ﹤0.01% 3270
2021
Q2 		$5K Buy
+13,200
New +$208K ﹤0.01% 3282

Other funds holding HPE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Raymond James Financial Services Advisors's HPE Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its Hewlett Packard (HPE) stake by 6.3% in Q3 2024, buying an estimated $766K and bringing the position to 678,421 shares worth $13.9M. The position accounts for 0.02% of the portfolio, ranked #719.

Raymond James Financial Services Advisors first reported a position in HPE in Q4 2015 and has held it in 35 quarters since. 1,017 funds tracked by Wall St. Rank hold HPE as of Q3 2024.

  • Raymond James Financial Services Advisors held 678,421 shares of Hewlett Packard worth $13.9M as of Q3 2024.
  • Raymond James Financial Services Advisors bought 40,098 Hewlett Packard shares in Q3 2024, an estimated $766K.
  • Hewlett Packard made up 0.02% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #719 holding.
  • Raymond James Financial Services Advisors first reported a position in Hewlett Packard in Q4 2015 and has held it in 35 quarters since.
  • 1,017 funds tracked by Wall St. Rank held Hewlett Packard as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.