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CSat Investment Advisory’s First Hawaiian FHB Stock Holding History

CSat Investment Advisory’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
2020
Q4 		– Sell
-463
Closed -$7K – 676
2020
Q3 		$7K Buy
463
+66
+17% +$1.09K ﹤0.01% 1072
2020
Q2 		$7K Sell
397
-24
-6% -$403 ﹤0.01% 1082
2020
Q1 		$7K Buy
421
+64
+18% +$1.62K ﹤0.01% 974
2019
Q4 		$10K Buy
357
+44
+14% +$1.24K ﹤0.01% 982
2019
Q3 		$8K Buy
313
+44
+16% +$1.14K ﹤0.01% 981
2019
Q2 		$7K Buy
+269
New +$7.11K ﹤0.01% 994

Other funds holding FHB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CSat Investment Advisory's FHB Position: Q4 2020 in Review

CSat Investment Advisory sold out of First Hawaiian (FHB) in Q4 2020, closing a stake of 463 shares — an estimated $7K sold.

CSat Investment Advisory first reported a position in FHB in Q2 2019 and held it in 6 quarters. The position peaked at $10K in Q4 2019. 217 funds tracked by Wall St. Rank hold FHB as of Q4 2020.

  • CSat Investment Advisory reported no remaining First Hawaiian position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 463 First Hawaiian shares in Q4 2020, an estimated $7K.
  • CSat Investment Advisory first reported a position in First Hawaiian in Q2 2019 and held it in 6 quarters.
  • CSat Investment Advisory's First Hawaiian position peaked at $10K in Q4 2019.
  • 217 funds tracked by Wall St. Rank held First Hawaiian as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.