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Center for Financial Planning’s Hawaiian Electric Industries HE Stock Holding History

Center for Financial Planning’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
Q2 		– Sell
-305
Closed -$3.44K – 601
2024
Q1 		$3.44K Buy
+305
New +$3.88K ﹤0.01% 494

Other funds holding HE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Center for Financial Planning's HE Position: Q2 2024 in Review

Center for Financial Planning sold out of Hawaiian Electric Industries (HE) in Q2 2024, closing a stake of 305 shares — an estimated $3.44K sold.

Center for Financial Planning first reported a position in HE in Q1 2024 and held it in 1 quarter. The position peaked at $3.44K in Q1 2024. 277 funds tracked by Wall St. Rank hold HE as of Q2 2024.

  • Center for Financial Planning reported no remaining Hawaiian Electric Industries position as of Q2 2024 after selling out during the quarter.
  • Center for Financial Planning sold 305 Hawaiian Electric Industries shares in Q2 2024, an estimated $3.44K.
  • Center for Financial Planning first reported a position in Hawaiian Electric Industries in Q1 2024 and held it in 1 quarter.
  • Center for Financial Planning's Hawaiian Electric Industries position peaked at $3.44K in Q1 2024.
  • 277 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2024.

Based on Center for Financial Planning's 13F filing for Q2 2024, filed 18 Jul 2024.