AWM
HA

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

Accurate 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
Q1 		– Sell
-150
Closed -$1.91K – 1544
2022
Q4 		$1.91K Buy
+150
New +$2K ﹤0.01% 1213

Other funds holding HA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $858M AUM 47.1% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TAM
Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Accurate Wealth Management's HA Position: Q1 2023 in Review

Accurate Wealth Management sold out of Hawaiian Holdings, Inc. (HA) in Q1 2023, closing a stake of 150 shares — an estimated $1.91K sold.

Accurate Wealth Management first reported a position in HA in Q4 2022 and held it in 1 quarter. The position peaked at $1.91K in Q4 2022. 174 funds tracked by Wall St. Rank hold HA as of Q1 2023.

  • Accurate Wealth Management reported no remaining Hawaiian Holdings, Inc. position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 150 Hawaiian Holdings, Inc. shares in Q1 2023, an estimated $1.91K.
  • Accurate Wealth Management first reported a position in Hawaiian Holdings, Inc. in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Hawaiian Holdings, Inc. position peaked at $1.91K in Q4 2022.
  • 174 funds tracked by Wall St. Rank held Hawaiian Holdings, Inc. as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.