BDO Wealth Advisors’s Hawaiian Holdings, Inc. HA Stock Holding History

BDO Wealth Advisors’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
2021 Q2	–	Sell	-41	Closed	-$1K	–	1223
2021 Q1	$1K	Hold	41	–	–	﹤0.01%	1129
2020 Q4	$1K	Hold	41	–	–	﹤0.01%	905
2020 Q3	$1K	Buy	+41	New	+$548	﹤0.01%	847
2019 Q2	–	Sell	-10	Closed	–	–	711
2019 Q1	$0	Buy	+10	New	+$290	﹤0.01%	677

Other funds holding HA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

USGIU

U.S. Global Investors (USGI) San Antonio, Texas $858M AUM 47.1% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

TAM

Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BDO Wealth Advisors's HA Position: Q2 2021 in Review

BDO Wealth Advisors sold out of Hawaiian Holdings, Inc. (HA) in Q2 2021, closing a stake of 41 shares — an estimated $1K sold.

BDO Wealth Advisors first reported a position in HA in Q1 2019 and held it in 4 quarters. The position peaked at $1K in Q1 2021. 188 funds tracked by Wall St. Rank hold HA as of Q2 2021.

BDO Wealth Advisors reported no remaining Hawaiian Holdings, Inc. position as of Q2 2021 after selling out during the quarter.
BDO Wealth Advisors sold 41 Hawaiian Holdings, Inc. shares in Q2 2021, an estimated $1K.
BDO Wealth Advisors first reported a position in Hawaiian Holdings, Inc. in Q1 2019 and held it in 4 quarters.
BDO Wealth Advisors's Hawaiian Holdings, Inc. position peaked at $1K in Q1 2021.
188 funds tracked by Wall St. Rank held Hawaiian Holdings, Inc. as of Q2 2021.

Based on BDO Wealth Advisors's 13F filing for Q2 2021, filed 3 Sep 2021.