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Belpointe Asset Management’s First Hawaiian FHB Stock Holding History

Belpointe Asset Management’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
-467
Closed -$9.63K – 1504
2023
Q1 		$9.63K Buy
467
+185
+66% +$4.66K ﹤0.01% 2741
2022
Q4 		$7.34K Buy
+282
New +$7.24K ﹤0.01% 2767

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Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Belpointe Asset Management's FHB Position: Q2 2023 in Review

Belpointe Asset Management sold out of First Hawaiian (FHB) in Q2 2023, closing a stake of 467 shares — an estimated $9.63K sold.

Belpointe Asset Management first reported a position in FHB in Q4 2022 and held it in 2 quarters. The position peaked at $9.63K in Q1 2023. 229 funds tracked by Wall St. Rank hold FHB as of Q2 2023.

  • Belpointe Asset Management reported no remaining First Hawaiian position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 467 First Hawaiian shares in Q2 2023, an estimated $9.63K.
  • Belpointe Asset Management first reported a position in First Hawaiian in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's First Hawaiian position peaked at $9.63K in Q1 2023.
  • 229 funds tracked by Wall St. Rank held First Hawaiian as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.