CPWM
HA

Cypress Point Wealth Management’s Hawaiian Holdings, Inc. HA Stock Holding History

Cypress Point Wealth Management’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
2021
Q3 		– Sell
-300
Closed -$7K – 230
2021
Q2 		$7K Buy
+300
New +$7.74K 0.01% 159

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TC
Towle & Co Denver, Colorado $257M AUM 73.13% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
TAM
Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cypress Point Wealth Management's HA Position: Q3 2021 in Review

Cypress Point Wealth Management sold out of Hawaiian Holdings, Inc. (HA) in Q3 2021, closing a stake of 300 shares — an estimated $7K sold.

Cypress Point Wealth Management first reported a position in HA in Q2 2021 and held it in 1 quarter. The position peaked at $7K in Q2 2021. 185 funds tracked by Wall St. Rank hold HA as of Q3 2021.

  • Cypress Point Wealth Management reported no remaining Hawaiian Holdings, Inc. position as of Q3 2021 after selling out during the quarter.
  • Cypress Point Wealth Management sold 300 Hawaiian Holdings, Inc. shares in Q3 2021, an estimated $7K.
  • Cypress Point Wealth Management first reported a position in Hawaiian Holdings, Inc. in Q2 2021 and held it in 1 quarter.
  • Cypress Point Wealth Management's Hawaiian Holdings, Inc. position peaked at $7K in Q2 2021.
  • 185 funds tracked by Wall St. Rank held Hawaiian Holdings, Inc. as of Q3 2021.

Based on Cypress Point Wealth Management's 13F filing for Q3 2021, filed 5 Nov 2021.