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Semmax Financial Advisors’s Hewlett Packard HPE Stock Holding History

Semmax 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
-14
Closed -$315 – 376
2024
Q3 		$315 Hold
14
– – ﹤0.01% 351
2024
Q2 		$257 Hold
14
– – ﹤0.01% 387
2024
Q1 		$249 Hold
14
– – ﹤0.01% 380
2023
Q4 		$217 Hold
14
– – ﹤0.01% 383
2023
Q3 		$226 Buy
+14
New +$241 ﹤0.01% 346

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

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

Semmax Financial Advisors sold out of Hewlett Packard (HPE) in Q4 2024, closing a stake of 14 shares — an estimated $315 sold.

Semmax Financial Advisors first reported a position in HPE in Q3 2023 and held it in 5 quarters. The position peaked at $315 in Q3 2024. 1,087 funds tracked by Wall St. Rank hold HPE as of Q4 2024.

  • Semmax Financial Advisors reported no remaining Hewlett Packard position as of Q4 2024 after selling out during the quarter.
  • Semmax Financial Advisors sold 14 Hewlett Packard shares in Q4 2024, an estimated $315.
  • Semmax Financial Advisors first reported a position in Hewlett Packard in Q3 2023 and held it in 5 quarters.
  • Semmax Financial Advisors's Hewlett Packard position peaked at $315 in Q3 2024.
  • 1,087 funds tracked by Wall St. Rank held Hewlett Packard as of Q4 2024.

Based on Semmax Financial Advisors's 13F filing for Q4 2024, filed 14 May 2025.