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Cetera Advisor Networks’s Hawaiian Electric Industries HE Stock Holding History

Cetera Advisor Networks’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
Q1 		$113K Buy
+10,035
New +$128K ﹤0.01% 2677
2020
Q3 		– Sell
-862
Closed -$31K – 1981
2020
Q2 		$31K Buy
+862
New +$33.4K ﹤0.01% 2168
2015
Q3 		– Sell
-13,390
Closed -$427K – 839
2015
Q2 		$427K Hold
13,390
– – 0.03% 506
2015
Q1 		$427K Sell
13,390
-32,250
-71% -$1.07M 0.03% 509
2014
Q4 		$1.53M Buy
45,640
+1,400
+3% +$40.8K 0.11% 196
2014
Q3 		$1.18M Buy
44,240
+3,100
+8% +$76.9K 0.08% 243
2014
Q2 		$1.05M Buy
41,140
+11,400
+38% +$278K 0.07% 293
2014
Q1 		$762K Buy
29,740
+3,325
+13% +$85K 0.05% 340
2013
Q4 		$692K Buy
+26,415
New +$683K 0.05% 343

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return