Creative Financial Designs’s First Hawaiian FHB Stock Holding History

Creative Financial Designs’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
2021 Q4	–	Sell	-199	Closed	-$6K	–	1295
2021 Q3	$6K	Hold	199	–	–	﹤0.01%	1111
2021 Q2	$6K	Hold	199	–	–	﹤0.01%	1124
2021 Q1	$5K	Hold	199	–	–	﹤0.01%	1054
2020 Q4	$5K	Hold	199	–	–	﹤0.01%	975
2020 Q3	$3K	Hold	199	–	–	﹤0.01%	1018
2020 Q2	$3K	Buy	+199	New	+$3.34K	﹤0.01%	952

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Creative Financial Designs's FHB Position: Q4 2021 in Review

Creative Financial Designs sold out of First Hawaiian (FHB) in Q4 2021, closing a stake of 199 shares — an estimated $6K sold.

Creative Financial Designs first reported a position in FHB in Q2 2020 and held it in 6 quarters. The position peaked at $6K in Q3 2021. 244 funds tracked by Wall St. Rank hold FHB as of Q4 2021.

Creative Financial Designs reported no remaining First Hawaiian position as of Q4 2021 after selling out during the quarter.
Creative Financial Designs sold 199 First Hawaiian shares in Q4 2021, an estimated $6K.
Creative Financial Designs first reported a position in First Hawaiian in Q2 2020 and held it in 6 quarters.
Creative Financial Designs's First Hawaiian position peaked at $6K in Q3 2021.
244 funds tracked by Wall St. Rank held First Hawaiian as of Q4 2021.

Based on Creative Financial Designs's 13F filing for Q4 2021, filed 26 Jan 2022.