FourThought Financial’s First Hawaiian FHB Stock Holding History

FourThought Financial’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
2022 Q3	$59K	Buy	2,406 +574	+31%	+$14.5K	0.01%	549
2022 Q2	$42K	Hold	1,832	–	–	0.01%	656
2022 Q1	$51K	Hold	1,832	–	–	0.01%	653
2021 Q4	$50K	Sell	1,832 -689	-27%	-$19.2K	0.01%	665
2021 Q3	$73K	Hold	2,521	–	–	0.01%	578
2021 Q2	$71K	Sell	2,521 -314	-11%	-$8.79K	0.01%	599
2021 Q1	$77K	Hold	2,835	–	–	0.01%	563
2020 Q4	$66K	Buy	+2,835	New	+$56.7K	0.01%	594

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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

FourThought Financial's FHB Position: Q3 2022 in Review

FourThought Financial increased its First Hawaiian (FHB) stake by 31% in Q3 2022, buying an estimated $14.5K and bringing the position to 2,406 shares worth $59K. The position accounts for 0.01% of the portfolio, ranked #549.

FourThought Financial first reported a position in FHB in Q4 2020 and has held it in 8 quarters since. The position peaked at $77K in Q1 2021. 254 funds tracked by Wall St. Rank hold FHB as of Q3 2022.

FourThought Financial held 2,406 shares of First Hawaiian worth $59K as of Q3 2022.
FourThought Financial bought 574 First Hawaiian shares in Q3 2022, an estimated $14.5K.
First Hawaiian made up 0.01% of FourThought Financial's portfolio in Q3 2022, its #549 holding.
FourThought Financial first reported a position in First Hawaiian in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's First Hawaiian position peaked at $77K in Q1 2021.
254 funds tracked by Wall St. Rank held First Hawaiian as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.