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Evolution Wealth Advisors’s First Hawaiian FHB Stock Holding History

Evolution Wealth Advisors’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
-580
Closed -$16K – 644
2021
Q1 		$16K Buy
+580
New +$15.6K ﹤0.01% 330

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Evolution Wealth Advisors's FHB Position: Q2 2021 in Review

Evolution Wealth Advisors sold out of First Hawaiian (FHB) in Q2 2021, closing a stake of 580 shares — an estimated $16K sold.

Evolution Wealth Advisors first reported a position in FHB in Q1 2021 and held it in 1 quarter. The position peaked at $16K in Q1 2021. 230 funds tracked by Wall St. Rank hold FHB as of Q2 2021.

  • Evolution Wealth Advisors reported no remaining First Hawaiian position as of Q2 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 580 First Hawaiian shares in Q2 2021, an estimated $16K.
  • Evolution Wealth Advisors first reported a position in First Hawaiian in Q1 2021 and held it in 1 quarter.
  • Evolution Wealth Advisors's First Hawaiian position peaked at $16K in Q1 2021.
  • 230 funds tracked by Wall St. Rank held First Hawaiian as of Q2 2021.

Based on Evolution Wealth Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.