SWS
HPE icon

SYSTM Wealth Solutions’s Hewlett Packard HPE Stock Holding History

SYSTM Wealth 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
Q3 		– Sell
-83
Closed -$1.78K – 332
2024
Q2 		$1.78K Sell
83
-20,634
-100% -$380K ﹤0.01% 623
2024
Q1 		$369K Sell
20,717
-382
-2% -$6.2K 0.05% 318
2023
Q4 		$360K Sell
21,099
-1,597
-7% -$26K 0.05% 308
2023
Q3 		$394K Buy
22,696
+195
+0.9% +$3.35K 0.06% 318
2023
Q2 		$378K Buy
22,501
+502
+2% +$7.68K 0.05% 356
2023
Q1 		$350K Sell
21,999
-363
-2% -$5.7K 0.05% 358
2022
Q4 		$357K Buy
+22,362
New +$330K 0.04% 393

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

SYSTM Wealth Solutions's HPE Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Hewlett Packard (HPE) in Q3 2024, closing a stake of 83 shares — an estimated $1.78K sold.

SYSTM Wealth Solutions first reported a position in HPE in Q4 2022 and held it in 7 quarters. The position peaked at $394K in Q3 2023. 1,016 funds tracked by Wall St. Rank hold HPE as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Hewlett Packard position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 83 Hewlett Packard shares in Q3 2024, an estimated $1.78K.
  • SYSTM Wealth Solutions first reported a position in Hewlett Packard in Q4 2022 and held it in 7 quarters.
  • SYSTM Wealth Solutions's Hewlett Packard position peaked at $394K in Q3 2023.
  • 1,016 funds tracked by Wall St. Rank held Hewlett Packard as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.