Bellwether Advisors’s First Hawaiian FHB Stock Holding History

Bellwether Advisors’s Portfolio FHB Stock Details FHB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-900	Closed	-$18.6K	–	221
2023 Q1	$18.6K	Hold	900	–	–	0.01%	249
2022 Q4	$23.4K	Hold	900	–	–	0.01%	238
2022 Q3	$22K	Hold	900	–	–	0.01%	212
2022 Q2	$20K	Hold	900	–	–	0.01%	214
2022 Q1	$25K	Hold	900	–	–	0.01%	238
2021 Q4	$24K	Buy	900 +500	+125%	+$14K	0.01%	255
2021 Q3	$11K	Hold	400	–	–	﹤0.01%	297
2021 Q2	$11K	Hold	400	–	–	﹤0.01%	258
2021 Q1	$10K	Hold	400	–	–	﹤0.01%	252
2020 Q4	$9K	Buy	+400	New	+$8K	﹤0.01%	240

Other funds holding FHB

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Bellwether Advisors's FHB Position: Q2 2023 in Review

Bellwether Advisors sold out of First Hawaiian (FHB) in Q2 2023, closing a stake of 900 shares — an estimated $18.6K sold.

Bellwether Advisors first reported a position in FHB in Q4 2020 and held it in 10 quarters. The position peaked at $25K in Q1 2022. 229 funds tracked by Wall St. Rank hold FHB as of Q2 2023.

Bellwether Advisors reported no remaining First Hawaiian position as of Q2 2023 after selling out during the quarter.
Bellwether Advisors sold 900 First Hawaiian shares in Q2 2023, an estimated $18.6K.
Bellwether Advisors first reported a position in First Hawaiian in Q4 2020 and held it in 10 quarters.
Bellwether Advisors's First Hawaiian position peaked at $25K in Q1 2022.
229 funds tracked by Wall St. Rank held First Hawaiian as of Q2 2023.

Based on Bellwether Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.