AWA
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Authentikos Wealth Advisory’s Hawaiian Electric Industries HE Stock Holding History

Authentikos Wealth Advisory’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
2023
Q4 		– Sell
-81
Closed -$997 – 263
2023
Q3 		$997 Buy
+81
New +$1.97K ﹤0.01% 516

Other funds holding HE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Authentikos Wealth Advisory's HE Position: Q4 2023 in Review

Authentikos Wealth Advisory sold out of Hawaiian Electric Industries (HE) in Q4 2023, closing a stake of 81 shares — an estimated $997 sold.

Authentikos Wealth Advisory first reported a position in HE in Q3 2023 and held it in 1 quarter. The position peaked at $997 in Q3 2023. 291 funds tracked by Wall St. Rank hold HE as of Q4 2023.

  • Authentikos Wealth Advisory reported no remaining Hawaiian Electric Industries position as of Q4 2023 after selling out during the quarter.
  • Authentikos Wealth Advisory sold 81 Hawaiian Electric Industries shares in Q4 2023, an estimated $997.
  • Authentikos Wealth Advisory first reported a position in Hawaiian Electric Industries in Q3 2023 and held it in 1 quarter.
  • Authentikos Wealth Advisory's Hawaiian Electric Industries position peaked at $997 in Q3 2023.
  • 291 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q4 2023.

Based on Authentikos Wealth Advisory's 13F filing for Q4 2023, filed 30 Jan 2024.