EWA
HA

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

EverSource 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
2024
Q3 		– Sell
-584
Closed -$7.47K – 3148
2024
Q2 		$7.47K Sell
584
-71
-11% -$928 ﹤0.01% 2024
2024
Q1 		$8.32K Buy
655
+71
+12% +$988 ﹤0.01% 1792
2023
Q4 		$8.29K Sell
584
-83
-12% -$616 ﹤0.01% 1651
2023
Q3 		$4.22K Buy
667
+131
+24% +$1.24K ﹤0.01% 1767
2023
Q2 		$5.77K Sell
536
-218
-29% -$1.89K ﹤0.01% 1672
2023
Q1 		$6.91K Buy
+754
New +$7.98K ﹤0.01% 1524
2022
Q4 		– Sell
-311
Closed -$4K – 2448
2022
Q3 		$4K Sell
311
-244
-44% -$3.72K ﹤0.01% 1487
2022
Q2 		$8K Sell
555
-152
-21% -$2.54K ﹤0.01% 1135
2022
Q1 		$14K Buy
707
+278
+65% +$5.16K ﹤0.01% 861
2021
Q4 		$8K Buy
+429
New +$8.69K ﹤0.01% 1077

Other funds holding HA

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

EverSource Wealth Advisors's HA Position: Q3 2024 in Review

EverSource Wealth Advisors sold out of Hawaiian Holdings, Inc. (HA) in Q3 2024, closing a stake of 584 shares — an estimated $7.47K sold.

EverSource Wealth Advisors first reported a position in HA in Q4 2021 and held it in 10 quarters. The position peaked at $14K in Q1 2022. 1 fund tracked by Wall St. Rank holds HA as of Q3 2024.

  • EverSource Wealth Advisors reported no remaining Hawaiian Holdings, Inc. position as of Q3 2024 after selling out during the quarter.
  • EverSource Wealth Advisors sold 584 Hawaiian Holdings, Inc. shares in Q3 2024, an estimated $7.47K.
  • EverSource Wealth Advisors first reported a position in Hawaiian Holdings, Inc. in Q4 2021 and held it in 10 quarters.
  • EverSource Wealth Advisors's Hawaiian Holdings, Inc. position peaked at $14K in Q1 2022.
  • 1 fund tracked by Wall St. Rank held Hawaiian Holdings, Inc. as of Q3 2024.

Based on EverSource Wealth Advisors's 13F filing for Q3 2024, filed 8 Nov 2024.