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Focused Wealth Management’s Hawaiian Electric Industries HE Stock Holding History

Focused Wealth Management’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
2022
Q2 		– Sell
-20
Closed -$1K – 987
2022
Q1 		$1K Hold
20
– – ﹤0.01% 886
2021
Q4 		$1K Hold
20
– – ﹤0.01% 889
2021
Q3 		$1K Buy
+20
New +$858 ﹤0.01% 896

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 $3.38T AUM 44.17% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Focused Wealth Management's HE Position: Q2 2022 in Review

Focused Wealth Management sold out of Hawaiian Electric Industries (HE) in Q2 2022, closing a stake of 20 shares — an estimated $1K sold.

Focused Wealth Management first reported a position in HE in Q3 2021 and held it in 3 quarters. The position peaked at $1K in Q1 2022. 335 funds tracked by Wall St. Rank hold HE as of Q2 2022.

  • Focused Wealth Management reported no remaining Hawaiian Electric Industries position as of Q2 2022 after selling out during the quarter.
  • Focused Wealth Management sold 20 Hawaiian Electric Industries shares in Q2 2022, an estimated $1K.
  • Focused Wealth Management first reported a position in Hawaiian Electric Industries in Q3 2021 and held it in 3 quarters.
  • Focused Wealth Management's Hawaiian Electric Industries position peaked at $1K in Q1 2022.
  • 335 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2022.

Based on Focused Wealth Management's 13F filing for Q2 2022, filed 4 Aug 2022.