Financial Gravity Asset Management’s First Hawaiian FHB Stock Holding History

Financial Gravity Asset Management’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
2023 Q2	–	Sell	-21	Closed	-$3	–	1699
2023 Q1	$3	Sell	21 -5	-19%	-$126	﹤0.01%	958
2022 Q4	$159	Buy	+26	New	+$667	﹤0.01%	1027

Other funds holding FHB

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

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Financial Gravity Asset Management's FHB Position: Q2 2023 in Review

Financial Gravity Asset Management sold out of First Hawaiian (FHB) in Q2 2023, closing a stake of 21 shares — an estimated $3 sold.

Financial Gravity Asset Management first reported a position in FHB in Q4 2022 and held it in 2 quarters. The position peaked at $159 in Q4 2022. 229 funds tracked by Wall St. Rank hold FHB as of Q2 2023.

Financial Gravity Asset Management reported no remaining First Hawaiian position as of Q2 2023 after selling out during the quarter.
Financial Gravity Asset Management sold 21 First Hawaiian shares in Q2 2023, an estimated $3.
Financial Gravity Asset Management first reported a position in First Hawaiian in Q4 2022 and held it in 2 quarters.
Financial Gravity Asset Management's First Hawaiian position peaked at $159 in Q4 2022.
229 funds tracked by Wall St. Rank held First Hawaiian as of Q2 2023.

Based on Financial Gravity Asset Management's 13F filing for Q2 2023, filed 9 Aug 2023.