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Evoke Wealth’s Hawaiian Electric Industries HE Stock Holding History

Evoke Wealth’s Portfolio HE Stock Details HE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-69
Closed -$3K – 1200
2021
Q1 		$3K Buy
+69
New +$2.53K ﹤0.01% 952
2020
Q3 		– Sell
-118
Closed -$4K – 1065
2020
Q2 		$4K Buy
+118
New +$4.57K ﹤0.01% 723

Other funds holding HE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Evoke Wealth's HE Position: Q2 2021 in Review

Evoke Wealth sold out of Hawaiian Electric Industries (HE) in Q2 2021, closing a stake of 69 shares — an estimated $3K sold.

Evoke Wealth first reported a position in HE in Q2 2020 and held it in 2 quarters. The position peaked at $4K in Q2 2020. 298 funds tracked by Wall St. Rank hold HE as of Q2 2021.

  • Evoke Wealth reported no remaining Hawaiian Electric Industries position as of Q2 2021 after selling out during the quarter.
  • Evoke Wealth sold 69 Hawaiian Electric Industries shares in Q2 2021, an estimated $3K.
  • Evoke Wealth first reported a position in Hawaiian Electric Industries in Q2 2020 and held it in 2 quarters.
  • Evoke Wealth's Hawaiian Electric Industries position peaked at $4K in Q2 2020.
  • 298 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2021.

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