AWM
HA

Abound Wealth Management’s Hawaiian Holdings, Inc. HA Stock Holding History

Abound Wealth Management’s Portfolio HA Stock Details HA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-526
Closed -$3.33K – 1409
2023
Q3 		$3.33K Hold
526
– – ﹤0.01% 548
2023
Q2 		$5.67K Buy
526
+26
+5% +$225 ﹤0.01% 455
2023
Q1 		$4.58K Hold
500
– – ﹤0.01% 430
2022
Q4 		$5.13K Sell
500
-19
-4% -$254 ﹤0.01% 347
2022
Q3 		$6.83K Buy
+519
New +$7.92K ﹤0.01% 328

Other funds holding HA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
CCP
Cyrus Capital Partners New York $196M AUM 123.68% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Abound Wealth Management's HA Position: Q4 2023 in Review

Abound Wealth Management sold out of Hawaiian Holdings, Inc. (HA) in Q4 2023, closing a stake of 526 shares — an estimated $3.33K sold.

Abound Wealth Management first reported a position in HA in Q3 2022 and held it in 5 quarters. The position peaked at $6.83K in Q3 2022. 164 funds tracked by Wall St. Rank hold HA as of Q4 2023.

  • Abound Wealth Management reported no remaining Hawaiian Holdings, Inc. position as of Q4 2023 after selling out during the quarter.
  • Abound Wealth Management sold 526 Hawaiian Holdings, Inc. shares in Q4 2023, an estimated $3.33K.
  • Abound Wealth Management first reported a position in Hawaiian Holdings, Inc. in Q3 2022 and held it in 5 quarters.
  • Abound Wealth Management's Hawaiian Holdings, Inc. position peaked at $6.83K in Q3 2022.
  • 164 funds tracked by Wall St. Rank held Hawaiian Holdings, Inc. as of Q4 2023.

Based on Abound Wealth Management's 13F filing for Q4 2023, filed 8 Aug 2024.