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First National Bank of South Miami’s Hawaiian Electric Industries HE Stock Holding History

First National Bank of South Miami’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
Q4 		– Sell
-850
Closed -$35K – 367
2021
Q3 		$35K Buy
+850
New +$36.5K 0.02% 234

Other funds holding HE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 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 $609B AUM 40.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

First National Bank of South Miami's HE Position: Q4 2021 in Review

First National Bank of South Miami sold out of Hawaiian Electric Industries (HE) in Q4 2021, closing a stake of 850 shares — an estimated $35K sold.

First National Bank of South Miami first reported a position in HE in Q3 2021 and held it in 1 quarter. The position peaked at $35K in Q3 2021. 332 funds tracked by Wall St. Rank hold HE as of Q4 2021.

  • First National Bank of South Miami reported no remaining Hawaiian Electric Industries position as of Q4 2021 after selling out during the quarter.
  • First National Bank of South Miami sold 850 Hawaiian Electric Industries shares in Q4 2021, an estimated $35K.
  • First National Bank of South Miami first reported a position in Hawaiian Electric Industries in Q3 2021 and held it in 1 quarter.
  • First National Bank of South Miami's Hawaiian Electric Industries position peaked at $35K in Q3 2021.
  • 332 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q4 2021.

Based on First National Bank of South Miami's 13F filing for Q4 2021, filed 18 Jan 2022.