Evoke Wealth’s First Hawaiian FHB Stock Holding History

Evoke Wealth’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 Q2	–	Sell	-94	Closed	-$3K	–	1187
2021 Q1	$3K	Buy	+94	New	+$2.52K	﹤0.01%	946

Other funds holding FHB

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

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

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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

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

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

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

Evoke Wealth's FHB Position: Q2 2021 in Review

Evoke Wealth sold out of First Hawaiian (FHB) in Q2 2021, closing a stake of 94 shares — an estimated $3K sold.

Evoke Wealth first reported a position in FHB in Q1 2021 and held it in 1 quarter. The position peaked at $3K in Q1 2021. 230 funds tracked by Wall St. Rank hold FHB as of Q2 2021.

Evoke Wealth reported no remaining First Hawaiian position as of Q2 2021 after selling out during the quarter.
Evoke Wealth sold 94 First Hawaiian shares in Q2 2021, an estimated $3K.
Evoke Wealth first reported a position in First Hawaiian in Q1 2021 and held it in 1 quarter.
Evoke Wealth's First Hawaiian position peaked at $3K in Q1 2021.
230 funds tracked by Wall St. Rank held First Hawaiian as of Q2 2021.

Based on Evoke Wealth's 13F filing for Q2 2021, filed 5 Aug 2021.