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

Burt 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
2021
Q1 		– Sell
-75
Closed -$3K – 202
2020
Q4 		$3K Buy
+75
New +$2.65K ﹤0.01% 328

Other funds holding HE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ICP
Inclusive Capital Partners San Francisco, California $26M AUM 22.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Burt Wealth Advisors's HE Position: Q1 2021 in Review

Burt Wealth Advisors sold out of Hawaiian Electric Industries (HE) in Q1 2021, closing a stake of 75 shares — an estimated $3K sold.

Burt Wealth Advisors first reported a position in HE in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 312 funds tracked by Wall St. Rank hold HE as of Q1 2021.

  • Burt Wealth Advisors reported no remaining Hawaiian Electric Industries position as of Q1 2021 after selling out during the quarter.
  • Burt Wealth Advisors sold 75 Hawaiian Electric Industries shares in Q1 2021, an estimated $3K.
  • Burt Wealth Advisors first reported a position in Hawaiian Electric Industries in Q4 2020 and held it in 1 quarter.
  • Burt Wealth Advisors's Hawaiian Electric Industries position peaked at $3K in Q4 2020.
  • 312 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.