BCWM
HA

Bartlett & Co Wealth Management’s Hawaiian Holdings, Inc. HA Stock Holding History

Bartlett & Co 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
2024
Q3 		– Sell
-2,200
Closed -$27.3K – 1162
2024
Q2 		$27.3K Hold
2,200
– – ﹤0.01% 769
2024
Q1 		$29.3K Hold
2,200
– – ﹤0.01% 755
2023
Q4 		$32.3K Hold
2,200
– – ﹤0.01% 781
2023
Q3 		$13.9K Hold
2,200
– – ﹤0.01% 881
2023
Q2 		$23.7K Hold
2,200
– – ﹤0.01% 793
2023
Q1 		$20.2K Hold
2,200
– – ﹤0.01% 710
2022
Q4 		$22.6K Hold
2,200
– – ﹤0.01% 704
2022
Q3 		$28.9K Hold
2,200
– – ﹤0.01% 650
2022
Q2 		$31.5K Hold
2,200
– – ﹤0.01% 660
2022
Q1 		$43.3K Buy
+2,200
New +$40.8K ﹤0.01% 604

Other funds holding HA

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Bartlett & Co Wealth Management's HA Position: Q3 2024 in Review

Bartlett & Co Wealth Management sold out of Hawaiian Holdings, Inc. (HA) in Q3 2024, closing a stake of 2,200 shares — an estimated $27.3K sold.

Bartlett & Co Wealth Management first reported a position in HA in Q1 2022 and held it in 10 quarters. The position peaked at $43.3K in Q1 2022. 1 fund tracked by Wall St. Rank holds HA as of Q3 2024.

  • Bartlett & Co Wealth Management reported no remaining Hawaiian Holdings, Inc. position as of Q3 2024 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 2,200 Hawaiian Holdings, Inc. shares in Q3 2024, an estimated $27.3K.
  • Bartlett & Co Wealth Management first reported a position in Hawaiian Holdings, Inc. in Q1 2022 and held it in 10 quarters.
  • Bartlett & Co Wealth Management's Hawaiian Holdings, Inc. position peaked at $43.3K in Q1 2022.
  • 1 fund tracked by Wall St. Rank held Hawaiian Holdings, Inc. as of Q3 2024.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2024, filed 17 Oct 2024.