First Affirmative Financial Network’s Hawaiian Electric Industries HE Stock Holding History

First Affirmative Financial Network’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
2023 Q3	–	Sell	-6,419	Closed	-$232K	–	219
2023 Q2	$232K	Buy	6,419 +240	+4%	+$9.04K	0.23%	144
2023 Q1	$237K	Sell	6,179 -41	-0.7%	-$1.66K	0.27%	118
2022 Q4	$260K	Sell	6,220 -165	-3%	-$6.37K	0.32%	100
2022 Q3	$221K	Sell	6,385 -232	-4%	-$9.34K	0.28%	112
2022 Q2	$271K	Sell	6,617 -789	-11%	-$33.2K	0.31%	95
2022 Q1	$313K	Buy	7,406 +261	+4%	+$10.9K	0.3%	99
2021 Q4	$297K	Buy	7,145 +11	+0.2%	+$446	0.27%	114
2021 Q3	$291K	Buy	+7,134	New	+$306K	0.3%	95

Other funds holding HE

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Affirmative Financial Network's HE Position: Q3 2023 in Review

First Affirmative Financial Network sold out of Hawaiian Electric Industries (HE) in Q3 2023, closing a stake of 6,419 shares — an estimated $232K sold.

First Affirmative Financial Network first reported a position in HE in Q3 2021 and held it in 8 quarters. The position peaked at $313K in Q1 2022. 275 funds tracked by Wall St. Rank hold HE as of Q3 2023.

First Affirmative Financial Network reported no remaining Hawaiian Electric Industries position as of Q3 2023 after selling out during the quarter.
First Affirmative Financial Network sold 6,419 Hawaiian Electric Industries shares in Q3 2023, an estimated $232K.
First Affirmative Financial Network first reported a position in Hawaiian Electric Industries in Q3 2021 and held it in 8 quarters.
First Affirmative Financial Network's Hawaiian Electric Industries position peaked at $313K in Q1 2022.
275 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q3 2023.

Based on First Affirmative Financial Network's 13F filing for Q3 2023, filed 16 Oct 2023.