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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cetera Advisor Networks's HE Position: Q1 2024 in Review

Cetera Advisor Networks opened a new position in Hawaiian Electric Industries (HE) in Q1 2024: 10,035 shares worth $113K. The stake represents ﹤0.01% of the portfolio and ranks #2677 among its holdings. This is a return to the name: Cetera Advisor Networks previously reported a position in HE as recently as Q2 2020.

Cetera Advisor Networks first reported a position in HE in Q4 2013 and has held it in 9 quarters since. The position peaked at $1.53M in Q4 2014. 297 funds tracked by Wall St. Rank hold HE as of Q1 2024.

Cetera Advisor Networks held 10,035 shares of Hawaiian Electric Industries worth $113K as of Q1 2024.
Hawaiian Electric Industries was a new Cetera Advisor Networks position in Q1 2024.
Hawaiian Electric Industries made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #2677 holding.
Cetera Advisor Networks first reported a position in Hawaiian Electric Industries in Q4 2013 and has held it in 9 quarters since.
Cetera Advisor Networks's Hawaiian Electric Industries position peaked at $1.53M in Q4 2014.
297 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.