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Cetera Advisors’s Hawaiian Electric Industries HE Stock Holding History

Cetera Advisors’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 		$182K Buy
+16,147
New +$205K ﹤0.01% 2243

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

Cetera Advisors's HE Position: Q1 2024 in Review

Cetera Advisors opened a new position in Hawaiian Electric Industries (HE) in Q1 2024: 16,147 shares worth $182K. The stake represents ﹤0.01% of the portfolio and ranks #2243 among its holdings.

297 funds tracked by Wall St. Rank hold HE as of Q1 2024.

  • Cetera Advisors held 16,147 shares of Hawaiian Electric Industries worth $182K as of Q1 2024.
  • Hawaiian Electric Industries was a new Cetera Advisors position in Q1 2024.
  • Hawaiian Electric Industries made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #2243 holding.
  • 297 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q1 2024.

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