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Carolinas Wealth Consulting’s First Hawaiian FHB Stock Holding History

Carolinas Wealth Consulting’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
-18
Closed -$371 – 1081
2023
Q1 		$371 Hold
18
– – ﹤0.01% 1028
2022
Q4 		$469 Buy
+18
New +$462 ﹤0.01% 1004

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Fuller & Thaler Asset Management
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Carolinas Wealth Consulting's FHB Position: Q2 2023 in Review

Carolinas Wealth Consulting sold out of First Hawaiian (FHB) in Q2 2023, closing a stake of 18 shares — an estimated $371 sold.

Carolinas Wealth Consulting first reported a position in FHB in Q4 2022 and held it in 2 quarters. The position peaked at $469 in Q4 2022. 229 funds tracked by Wall St. Rank hold FHB as of Q2 2023.

  • Carolinas Wealth Consulting reported no remaining First Hawaiian position as of Q2 2023 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 18 First Hawaiian shares in Q2 2023, an estimated $371.
  • Carolinas Wealth Consulting first reported a position in First Hawaiian in Q4 2022 and held it in 2 quarters.
  • Carolinas Wealth Consulting's First Hawaiian position peaked at $469 in Q4 2022.
  • 229 funds tracked by Wall St. Rank held First Hawaiian as of Q2 2023.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2023, filed 14 Aug 2023.