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Tyler-Stone Wealth Management’s Hewlett Packard HPE Stock Holding History

Tyler-Stone Wealth Management’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
-1,200
Closed -$25.4K – 579
2024
Q2 		$25.4K Hold
1,200
– – 0.01% 485
2024
Q1 		$21.3K Buy
1,200
+600
+100% +$9.74K 0.01% 512
2023
Q4 		$10.2K Buy
+600
New +$9.78K 0.01% 634

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

Tyler-Stone Wealth Management's HPE Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Hewlett Packard (HPE) in Q3 2024, closing a stake of 1,200 shares — an estimated $25.4K sold.

Tyler-Stone Wealth Management first reported a position in HPE in Q4 2023 and held it in 3 quarters. The position peaked at $25.4K in Q2 2024. 1,016 funds tracked by Wall St. Rank hold HPE as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining Hewlett Packard position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 1,200 Hewlett Packard shares in Q3 2024, an estimated $25.4K.
  • Tyler-Stone Wealth Management first reported a position in Hewlett Packard in Q4 2023 and held it in 3 quarters.
  • Tyler-Stone Wealth Management's Hewlett Packard position peaked at $25.4K in Q2 2024.
  • 1,016 funds tracked by Wall St. Rank held Hewlett Packard as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.