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TFO Wealth Partners’s Hewlett Packard HPE Stock Holding History

TFO Wealth Partners’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
Q2 		– Sell
-21
Closed -$372 – 372
2024
Q1 		$372 Hold
21
– – ﹤0.01% 337
2023
Q4 		$357 Sell
21
-60
-74% -$978 ﹤0.01% 450
2023
Q3 		$1.36K Buy
81
+60
+286% +$1.03K ﹤0.01% 236
2023
Q2 		$353 Hold
21
– – ﹤0.01% 368
2023
Q1 		$335 Buy
21
+14
+200% +$220 ﹤0.01% 348
2022
Q4 		$993 Buy
+7
New +$103 ﹤0.01% 366
2022
Q3 		– Sell
-62
Closed -$1K – 288
2022
Q2 		$1K Buy
+62
New +$940 ﹤0.01% 415

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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

TFO Wealth Partners's HPE Position: Q2 2024 in Review

TFO Wealth Partners sold out of Hewlett Packard (HPE) in Q2 2024, closing a stake of 21 shares — an estimated $372 sold.

TFO Wealth Partners first reported a position in HPE in Q2 2022 and held it in 7 quarters. The position peaked at $1.36K in Q3 2023. 979 funds tracked by Wall St. Rank hold HPE as of Q2 2024.

  • TFO Wealth Partners reported no remaining Hewlett Packard position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 21 Hewlett Packard shares in Q2 2024, an estimated $372.
  • TFO Wealth Partners first reported a position in Hewlett Packard in Q2 2022 and held it in 7 quarters.
  • TFO Wealth Partners's Hewlett Packard position peaked at $1.36K in Q3 2023.
  • 979 funds tracked by Wall St. Rank held Hewlett Packard as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.