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GW & Wade’s Hawaiian Electric Industries HE Stock Holding History

GW & Wade’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
Q1 		– Sell
-5,006
Closed -$210K – 387
2022
Q4 		$210K Buy
+5,006
New +$193K 0.01% 361
2022
Q2 		– Sell
-4,873
Closed -$206K – 393
2022
Q1 		$206K Buy
+4,873
New +$203K 0.01% 374
2021
Q2 		– Sell
-4,716
Closed -$210K – 387
2021
Q1 		$210K Buy
+4,716
New +$173K 0.01% 339

Other funds holding HE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

GW & Wade's HE Position: Q1 2023 in Review

GW & Wade sold out of Hawaiian Electric Industries (HE) in Q1 2023, closing a stake of 5,006 shares — an estimated $210K sold.

GW & Wade first reported a position in HE in Q1 2021 and held it in 3 quarters. The position peaked at $210K in Q4 2022. 329 funds tracked by Wall St. Rank hold HE as of Q1 2023.

  • GW & Wade reported no remaining Hawaiian Electric Industries position as of Q1 2023 after selling out during the quarter.
  • GW & Wade sold 5,006 Hawaiian Electric Industries shares in Q1 2023, an estimated $210K.
  • GW & Wade first reported a position in Hawaiian Electric Industries in Q1 2021 and held it in 3 quarters.
  • GW & Wade's Hawaiian Electric Industries position peaked at $210K in Q4 2022.
  • 329 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q1 2023.

Based on GW & Wade's 13F filing for Q1 2023, filed 9 May 2023.