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WR Wealth Planners’s Hewlett Packard HPE Stock Holding History

WR Wealth Planners’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 		$9.27K Buy
434
+116
+36% +$2.45K ﹤0.01% 608
2024
Q3 		$6.51K Buy
318
+40
+14% +$764 ﹤0.01% 698
2024
Q2 		$5.88K Sell
278
-174
-38% -$3.21K ﹤0.01% 693
2024
Q1 		$8.01K Buy
+452
New +$7.34K ﹤0.01% 638
2023
Q4 		– Sell
-331
Closed -$5.75K – 481
2023
Q3 		$5.75K Hold
331
– – ﹤0.01% 661
2023
Q2 		$5.56K Buy
331
+236
+248% +$3.61K ﹤0.01% 663
2023
Q1 		$1.51K Hold
95
– – ﹤0.01% 807
2022
Q4 		$1.52K Hold
95
– – ﹤0.01% 407
2022
Q3 		$1.14K Hold
95
– – ﹤0.01% 417
2022
Q2 		$1.26K Hold
95
– – ﹤0.01% 444
2022
Q1 		$1.59K Buy
+95
New +$1.59K ﹤0.01% 441

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

WR Wealth Planners's HPE Position: Q4 2024 in Review

WR Wealth Planners increased its Hewlett Packard (HPE) stake by 36% in Q4 2024, buying an estimated $2.45K and bringing the position to 434 shares worth $9.27K. The position accounts for ﹤0.01% of the portfolio, ranked #608.

WR Wealth Planners first reported a position in HPE in Q1 2022 and has held it in 11 quarters since. 1,088 funds tracked by Wall St. Rank hold HPE as of Q4 2024.

  • WR Wealth Planners held 434 shares of Hewlett Packard worth $9.27K as of Q4 2024.
  • WR Wealth Planners bought 116 Hewlett Packard shares in Q4 2024, an estimated $2.45K.
  • Hewlett Packard made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #608 holding.
  • WR Wealth Planners first reported a position in Hewlett Packard in Q1 2022 and has held it in 11 quarters since.
  • 1,088 funds tracked by Wall St. Rank held Hewlett Packard as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.