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Capital Performance Advisors’s First Hawaiian FHB Stock Holding History

Capital Performance 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
2024
Q4 		– Sell
-1,033
Closed -$23.9K – 1036
2024
Q3 		$23.9K Buy
+1,033
New +$24.2K 0.01% 553

Other funds holding FHB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Performance Advisors's FHB Position: Q4 2024 in Review

Capital Performance Advisors sold out of First Hawaiian (FHB) in Q4 2024, closing a stake of 1,033 shares — an estimated $23.9K sold.

Capital Performance Advisors first reported a position in FHB in Q3 2024 and held it in 1 quarter. The position peaked at $23.9K in Q3 2024. 247 funds tracked by Wall St. Rank hold FHB as of Q4 2024.

  • Capital Performance Advisors reported no remaining First Hawaiian position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 1,033 First Hawaiian shares in Q4 2024, an estimated $23.9K.
  • Capital Performance Advisors first reported a position in First Hawaiian in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's First Hawaiian position peaked at $23.9K in Q3 2024.
  • 247 funds tracked by Wall St. Rank held First Hawaiian as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.