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American Portfolios Advisors’s Hawaiian Electric Industries HE Stock Holding History

American Portfolios Advisors’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 		$54.8K Buy
1,581
+468
+42% +$18.8K ﹤0.01% 1646
2022
Q2 		$45.5K Buy
1,113
+3
+0.3% +$126 ﹤0.01% 1812
2022
Q1 		$47K Sell
1,110
-25
-2% -$1.04K ﹤0.01% 1907
2021
Q4 		$47.1K Buy
1,135
+599
+112% +$24.3K ﹤0.01% 1896
2021
Q3 		$21.9K Sell
536
-1,997
-79% -$85.7K ﹤0.01% 2246
2021
Q2 		$107K Buy
2,533
+2,033
+407% +$88K ﹤0.01% 1393
2021
Q1 		$22.2K Buy
500
+407
+438% +$14.9K ﹤0.01% 2011
2020
Q4 		$3.29K Buy
93
+13
+16% +$460 ﹤0.01% 2566
2020
Q3 		$2.66K Sell
80
-1,985
-96% -$69.6K ﹤0.01% 2498
2020
Q2 		$74.4K Buy
2,065
+18
+0.9% +$697 ﹤0.01% 1130
2020
Q1 		$88.1K Buy
2,047
+15
+0.7% +$694 0.01% 934
2019
Q4 		$95.2K Buy
2,032
+14
+0.7% +$627 0.01% 1055
2019
Q3 		$92K Sell
2,018
-1,250
-38% -$55.6K 0.01% 1032
2019
Q2 		$142K Buy
3,268
+1,172
+56% +$49.1K 0.01% 842
2019
Q1 		$85.5K Buy
2,096
+15
+0.7% +$570 0.01% 960
2018
Q4 		$76.2K Buy
2,081
+15
+0.7% +$556 0.01% 843
2018
Q3 		$73.5K Hold
2,066
– – 0.01% 956
2018
Q2 		$70.9K Buy
2,066
+750
+57% +$25.5K 0.01% 944
2018
Q1 		$45.2K Hold
1,316
– – 0.01% 1068
2017
Q4 		$47.6K Buy
+1,316
New +$47.6K 0.01% 1016

Other funds holding HE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Portfolios Advisors's HE Position: Q3 2022 in Review

American Portfolios Advisors increased its Hawaiian Electric Industries (HE) stake by 42% in Q3 2022, buying an estimated $18.8K and bringing the position to 1,581 shares worth $54.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1646.

American Portfolios Advisors first reported a position in HE in Q4 2017 and has held it in 20 quarters since. The position peaked at $142K in Q2 2019. 326 funds tracked by Wall St. Rank hold HE as of Q3 2022.

  • American Portfolios Advisors held 1,581 shares of Hawaiian Electric Industries worth $54.8K as of Q3 2022.
  • American Portfolios Advisors bought 468 Hawaiian Electric Industries shares in Q3 2022, an estimated $18.8K.
  • Hawaiian Electric Industries made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1646 holding.
  • American Portfolios Advisors first reported a position in Hawaiian Electric Industries in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's Hawaiian Electric Industries position peaked at $142K in Q2 2019.
  • 326 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.