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Cassady Schiller Wealth Management’s Hawaiian Electric Industries HE Stock Holding History

Cassady Schiller Wealth Management’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
2024
Q4 		$4.87K Hold
500
– – ﹤0.01% 412
2024
Q3 		$4.84K Hold
500
– – ﹤0.01% 349
2024
Q2 		$4.51K Hold
500
– – ﹤0.01% 354
2024
Q1 		$5.63K Hold
500
– – ﹤0.01% 365
2023
Q4 		$7.09K Hold
500
– – ﹤0.01% 344
2023
Q3 		$6.16K Hold
500
– – ﹤0.01% 360
2023
Q2 		$18.1K Hold
500
– – 0.01% 289
2023
Q1 		$19.2K Hold
500
– – 0.01% 274
2022
Q4 		$20.9K Buy
+500
New +$19.3K 0.01% 266
2022
Q1 		– Sell
-500
Closed -$21K – 312
2021
Q4 		$21K Buy
+500
New +$20.3K 0.01% 268

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ZP
Zimmer Partners New York $4.08B AUM 14.2% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
GCM
Ghisallo Capital Management Boston, Massachusetts $3.63B AUM 30.51% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return