AWM
HE icon

Avior Wealth Management’s Hawaiian Electric Industries HE Stock Holding History

Avior Wealth Management’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
-296
Closed -$3.64K – 1597
2023
Q3 		$3.64K Buy
+296
New +$7.2K ﹤0.01% 1285
2021
Q1 		– Sell
-72
Closed -$2K – 1068
2020
Q4 		$2K Buy
+72
New +$2.55K ﹤0.01% 877

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

Avior Wealth Management's HE Position: Q4 2023 in Review

Avior Wealth Management sold out of Hawaiian Electric Industries (HE) in Q4 2023, closing a stake of 296 shares — an estimated $3.64K sold.

Avior Wealth Management first reported a position in HE in Q4 2020 and held it in 2 quarters. The position peaked at $3.64K in Q3 2023. 291 funds tracked by Wall St. Rank hold HE as of Q4 2023.

  • Avior Wealth Management reported no remaining Hawaiian Electric Industries position as of Q4 2023 after selling out during the quarter.
  • Avior Wealth Management sold 296 Hawaiian Electric Industries shares in Q4 2023, an estimated $3.64K.
  • Avior Wealth Management first reported a position in Hawaiian Electric Industries in Q4 2020 and held it in 2 quarters.
  • Avior Wealth Management's Hawaiian Electric Industries position peaked at $3.64K in Q3 2023.
  • 291 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q4 2023.

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