AWM
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AE Wealth Management’s First Hawaiian FHB Stock Holding History

AE Wealth Management’s Portfolio FHB Stock Details FHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-13,067
Closed -$291K – 1432
2023
Q4 		$291K Buy
+13,067
New +$255K ﹤0.01% 1720

Other funds holding FHB

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

AE Wealth Management's FHB Position: Q1 2024 in Review

AE Wealth Management sold out of First Hawaiian (FHB) in Q1 2024, closing a stake of 13,067 shares — an estimated $291K sold.

AE Wealth Management first reported a position in FHB in Q4 2023 and held it in 1 quarter. The position peaked at $291K in Q4 2023. 222 funds tracked by Wall St. Rank hold FHB as of Q1 2024.

  • AE Wealth Management reported no remaining First Hawaiian position as of Q1 2024 after selling out during the quarter.
  • AE Wealth Management sold 13,067 First Hawaiian shares in Q1 2024, an estimated $291K.
  • AE Wealth Management first reported a position in First Hawaiian in Q4 2023 and held it in 1 quarter.
  • AE Wealth Management's First Hawaiian position peaked at $291K in Q4 2023.
  • 222 funds tracked by Wall St. Rank held First Hawaiian as of Q1 2024.

Based on AE Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.