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Strategic Financial Concepts’s Hewlett Packard HPE Stock Holding History

Strategic Financial Concepts’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
Q3 		– Sell
-20,849
Closed -$138K – 439
2024
Q2 		$138K Buy
+20,849
New +$384K 0.08% 155

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
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

Strategic Financial Concepts's HPE Position: Q3 2024 in Review

Strategic Financial Concepts sold out of Hewlett Packard (HPE) in Q3 2024, closing a stake of 20,849 shares — an estimated $138K sold.

Strategic Financial Concepts first reported a position in HPE in Q2 2024 and held it in 1 quarter. The position peaked at $138K in Q2 2024. 1,016 funds tracked by Wall St. Rank hold HPE as of Q3 2024.

  • Strategic Financial Concepts reported no remaining Hewlett Packard position as of Q3 2024 after selling out during the quarter.
  • Strategic Financial Concepts sold 20,849 Hewlett Packard shares in Q3 2024, an estimated $138K.
  • Strategic Financial Concepts first reported a position in Hewlett Packard in Q2 2024 and held it in 1 quarter.
  • Strategic Financial Concepts's Hewlett Packard position peaked at $138K in Q2 2024.
  • 1,016 funds tracked by Wall St. Rank held Hewlett Packard as of Q3 2024.

Based on Strategic Financial Concepts's 13F filing for Q3 2024, filed 12 Nov 2024.