ACG Wealth’s Hawaiian Electric Industries HE Stock Holding History

ACG Wealth’s Portfolio HE Stock Details HE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-800	Closed	-$33K	–	564
2022 Q2	$33K	Buy	+800	New	+$33.6K	0.01%	496

Other funds holding HE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

ACG Wealth's HE Position: Q3 2022 in Review

ACG Wealth sold out of Hawaiian Electric Industries (HE) in Q3 2022, closing a stake of 800 shares — an estimated $33K sold.

ACG Wealth first reported a position in HE in Q2 2022 and held it in 1 quarter. The position peaked at $33K in Q2 2022. 326 funds tracked by Wall St. Rank hold HE as of Q3 2022.

ACG Wealth reported no remaining Hawaiian Electric Industries position as of Q3 2022 after selling out during the quarter.
ACG Wealth sold 800 Hawaiian Electric Industries shares in Q3 2022, an estimated $33K.
ACG Wealth first reported a position in Hawaiian Electric Industries in Q2 2022 and held it in 1 quarter.
ACG Wealth's Hawaiian Electric Industries position peaked at $33K in Q2 2022.
326 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.