AWM
HA

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

Alterna 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
2019
Q1 		– Sell
-19,763
Closed -$522K – 349
2018
Q4 		$522K Buy
+19,763
New +$669K 0.09% 169

Other funds holding HA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
TAM
Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return

Alterna Wealth Management's HA Position: Q1 2019 in Review

Alterna Wealth Management sold out of Hawaiian Holdings, Inc. (HA) in Q1 2019, closing a stake of 19,763 shares — an estimated $522K sold.

Alterna Wealth Management first reported a position in HA in Q4 2018 and held it in 1 quarter. The position peaked at $522K in Q4 2018. 222 funds tracked by Wall St. Rank hold HA as of Q1 2019.

  • Alterna Wealth Management reported no remaining Hawaiian Holdings, Inc. position as of Q1 2019 after selling out during the quarter.
  • Alterna Wealth Management sold 19,763 Hawaiian Holdings, Inc. shares in Q1 2019, an estimated $522K.
  • Alterna Wealth Management first reported a position in Hawaiian Holdings, Inc. in Q4 2018 and held it in 1 quarter.
  • Alterna Wealth Management's Hawaiian Holdings, Inc. position peaked at $522K in Q4 2018.
  • 222 funds tracked by Wall St. Rank held Hawaiian Holdings, Inc. as of Q1 2019.

Based on Alterna Wealth Management's 13F filing for Q1 2019, filed 13 May 2019.