Coppell Advisory Solutions’s First Hawaiian FHB Stock Holding History

Coppell Advisory Solutions’s Portfolio FHB Stock Details FHB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-9	Closed	-$233	–	851
2024 Q4	$233	Hold	9	–	–	﹤0.01%	1825
2024 Q3	$205	Hold	9	–	–	﹤0.01%	1730
2024 Q2	$187	Buy	+9	New	+$189	﹤0.01%	1662
2023 Q4	$206	Sell	9 -9	-50%	-$176	﹤0.01%	1595
2023 Q3	$469	Buy	18 +9	+100%	+$173	﹤0.01%	1025
2023 Q2	$163	Buy	+9	New	+$165	﹤0.01%	1342
2023 Q1	–	Sell	-18	Closed	-$469	–	509
2022 Q4	$469	Buy	+18	New	+$462	﹤0.01%	1028

Other funds holding FHB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Coppell Advisory Solutions's FHB Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of First Hawaiian (FHB) in Q1 2025, closing a stake of 9 shares — an estimated $233 sold.

Coppell Advisory Solutions first reported a position in FHB in Q4 2022 and held it in 7 quarters. The position peaked at $469 in Q3 2023. 268 funds tracked by Wall St. Rank hold FHB as of Q1 2025.

Coppell Advisory Solutions reported no remaining First Hawaiian position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 9 First Hawaiian shares in Q1 2025, an estimated $233.
Coppell Advisory Solutions first reported a position in First Hawaiian in Q4 2022 and held it in 7 quarters.
Coppell Advisory Solutions's First Hawaiian position peaked at $469 in Q3 2023.
268 funds tracked by Wall St. Rank held First Hawaiian as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.