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Strategic Wealth Investment Group’s Hewlett Packard HPE Stock Holding History

Strategic Wealth Investment Group’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
-21,175
Closed -$422K – 135
2024
Q3 		$422K Buy
21,175
+93
+0.4% +$1.78K 0.05% 98
2024
Q2 		$446K Buy
+21,082
New +$389K 0.06% 93
2023
Q4 		$358K Hold
21,082
– – 0.05% 94
2023
Q3 		$366K Hold
21,082
– – 0.07% 79
2023
Q2 		$354K Hold
21,082
– – 0.06% 97
2023
Q1 		$336K Sell
21,082
-3,221
-13% -$50.6K 0.06% 100
2022
Q4 		$391K Buy
24,303
+3,221
+15% +$47.5K 0.09% 79
2022
Q3 		$253K Buy
+21,082
New +$286K 0.07% 90

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

Strategic Wealth Investment Group's HPE Position: Q4 2024 in Review

Strategic Wealth Investment Group sold out of Hewlett Packard (HPE) in Q4 2024, closing a stake of 21,175 shares — an estimated $422K sold.

Strategic Wealth Investment Group first reported a position in HPE in Q3 2022 and held it in 8 quarters. The position peaked at $446K in Q2 2024. 1,087 funds tracked by Wall St. Rank hold HPE as of Q4 2024.

  • Strategic Wealth Investment Group reported no remaining Hewlett Packard position as of Q4 2024 after selling out during the quarter.
  • Strategic Wealth Investment Group sold 21,175 Hewlett Packard shares in Q4 2024, an estimated $422K.
  • Strategic Wealth Investment Group first reported a position in Hewlett Packard in Q3 2022 and held it in 8 quarters.
  • Strategic Wealth Investment Group's Hewlett Packard position peaked at $446K in Q2 2024.
  • 1,087 funds tracked by Wall St. Rank held Hewlett Packard as of Q4 2024.

Based on Strategic Wealth Investment Group's 13F filing for Q4 2024, filed 22 Jan 2025.