BDO Wealth Advisors’s Hawaiian Electric Industries HE Stock Holding History

BDO Wealth Advisors’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
2022 Q4	–	Sell	-300	Closed	-$10K	–	1043
2022 Q3	$10K	Sell	300 -300	-50%	-$12.1K	﹤0.01%	706
2022 Q2	$25K	Hold	600	–	–	﹤0.01%	525
2022 Q1	$25K	Sell	600 -238	-28%	-$9.91K	﹤0.01%	561
2021 Q4	$35K	Hold	838	–	–	﹤0.01%	513
2021 Q3	$34K	Hold	838	–	–	﹤0.01%	507
2021 Q2	$35K	Hold	838	–	–	﹤0.01%	516
2021 Q1	$37K	Hold	838	–	–	﹤0.01%	498
2020 Q4	$30K	Hold	838	–	–	﹤0.01%	409
2020 Q3	$28K	Hold	838	–	–	﹤0.01%	389
2020 Q2	$30K	Hold	838	–	–	0.01%	379
2020 Q1	$36K	Buy	+838	New	+$38.7K	0.01%	368

Other funds holding HE

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

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

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

BDO Wealth Advisors's HE Position: Q4 2022 in Review

BDO Wealth Advisors sold out of Hawaiian Electric Industries (HE) in Q4 2022, closing a stake of 300 shares — an estimated $10K sold.

BDO Wealth Advisors first reported a position in HE in Q1 2020 and held it in 11 quarters. The position peaked at $37K in Q1 2021. 323 funds tracked by Wall St. Rank hold HE as of Q4 2022.

BDO Wealth Advisors reported no remaining Hawaiian Electric Industries position as of Q4 2022 after selling out during the quarter.
BDO Wealth Advisors sold 300 Hawaiian Electric Industries shares in Q4 2022, an estimated $10K.
BDO Wealth Advisors first reported a position in Hawaiian Electric Industries in Q1 2020 and held it in 11 quarters.
BDO Wealth Advisors's Hawaiian Electric Industries position peaked at $37K in Q1 2021.
323 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q4 2022.

Based on BDO Wealth Advisors's 13F filing for Q4 2022, filed 27 Jan 2023.