GI
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Gradient Investments’s First Hawaiian FHB Stock Holding History

Gradient Investments’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
2024
Q2 		– Sell
-21
Closed -$461 – 1413
2024
Q1 		$461 Hold
21
– – ﹤0.01% 1032
2023
Q4 		$480 Hold
21
– – ﹤0.01% 1603
2023
Q3 		$379 Buy
+21
New +$405 ﹤0.01% 1608

Other funds holding FHB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Gradient Investments's FHB Position: Q2 2024 in Review

Gradient Investments sold out of First Hawaiian (FHB) in Q2 2024, closing a stake of 21 shares — an estimated $461 sold.

Gradient Investments first reported a position in FHB in Q3 2023 and held it in 3 quarters. The position peaked at $480 in Q4 2023. 231 funds tracked by Wall St. Rank hold FHB as of Q2 2024.

  • Gradient Investments reported no remaining First Hawaiian position as of Q2 2024 after selling out during the quarter.
  • Gradient Investments sold 21 First Hawaiian shares in Q2 2024, an estimated $461.
  • Gradient Investments first reported a position in First Hawaiian in Q3 2023 and held it in 3 quarters.
  • Gradient Investments's First Hawaiian position peaked at $480 in Q4 2023.
  • 231 funds tracked by Wall St. Rank held First Hawaiian as of Q2 2024.

Based on Gradient Investments's 13F filing for Q2 2024, filed 18 Jul 2024.