CWA
HA

Clearview Wealth Advisors’s Hawaiian Holdings, Inc. HA Stock Holding History

Clearview Wealth Advisors’s Portfolio HA Stock Details HA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-10
Closed -$108 – 685
2023
Q2 		$108 Hold
10
– – ﹤0.01% 675
2023
Q1 		$92 Hold
10
– – ﹤0.01% 660
2022
Q4 		$103 Hold
10
– – ﹤0.01% 608
2022
Q3 		$0 Sell
10
-1,000
-99% -$15.3K ﹤0.01% 653
2022
Q2 		$14K Buy
1,010
+1,000
+10,000% +$16.7K 0.01% 322
2022
Q1 		$0 Hold
10
– – ﹤0.01% 711
2021
Q4 		$1K Hold
10
– – ﹤0.01% 677
2021
Q3 		$0 Hold
10
– – ﹤0.01% 705
2021
Q2 		$0 Hold
10
– – ﹤0.01% 687
2021
Q1 		$0 Hold
10
– – ﹤0.01% 656
2020
Q4 		$0 Buy
+10
New +$169 ﹤0.01% 590

Other funds holding HA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $858M AUM 47.1% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TAM
Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return
TC
Towle & Co Denver, Colorado $257M AUM 73.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Clearview Wealth Advisors's HA Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Hawaiian Holdings, Inc. (HA) in Q3 2023, closing a stake of 10 shares — an estimated $108 sold.

Clearview Wealth Advisors first reported a position in HA in Q4 2020 and held it in 11 quarters. The position peaked at $14K in Q2 2022. 169 funds tracked by Wall St. Rank hold HA as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining Hawaiian Holdings, Inc. position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 10 Hawaiian Holdings, Inc. shares in Q3 2023, an estimated $108.
  • Clearview Wealth Advisors first reported a position in Hawaiian Holdings, Inc. in Q4 2020 and held it in 11 quarters.
  • Clearview Wealth Advisors's Hawaiian Holdings, Inc. position peaked at $14K in Q2 2022.
  • 169 funds tracked by Wall St. Rank held Hawaiian Holdings, Inc. as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.