AWA
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Arkadios Wealth Advisors’s First Hawaiian FHB Stock Holding History

Arkadios Wealth Advisors’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
2021
Q3 		– Sell
-452
Closed -$12K – 1920
2021
Q2 		$12K Buy
+452
New +$12.7K ﹤0.01% 1476

Other funds holding FHB

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Arkadios Wealth Advisors's FHB Position: Q3 2021 in Review

Arkadios Wealth Advisors sold out of First Hawaiian (FHB) in Q3 2021, closing a stake of 452 shares — an estimated $12K sold.

Arkadios Wealth Advisors first reported a position in FHB in Q2 2021 and held it in 1 quarter. The position peaked at $12K in Q2 2021. 238 funds tracked by Wall St. Rank hold FHB as of Q3 2021.

  • Arkadios Wealth Advisors reported no remaining First Hawaiian position as of Q3 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 452 First Hawaiian shares in Q3 2021, an estimated $12K.
  • Arkadios Wealth Advisors first reported a position in First Hawaiian in Q2 2021 and held it in 1 quarter.
  • Arkadios Wealth Advisors's First Hawaiian position peaked at $12K in Q2 2021.
  • 238 funds tracked by Wall St. Rank held First Hawaiian as of Q3 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q3 2021, filed 19 Oct 2021.