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Harvest Group Wealth Management’s First Hawaiian FHB Stock Holding History

Harvest Group Wealth Management’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
2021
Q1 		– Sell
-29
Closed -$1K – 260
2020
Q4 		$1K Buy
+29
New +$580 ﹤0.01% 464

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Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Harvest Group Wealth Management's FHB Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of First Hawaiian (FHB) in Q1 2021, closing a stake of 29 shares — an estimated $1K sold.

Harvest Group Wealth Management first reported a position in FHB in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 245 funds tracked by Wall St. Rank hold FHB as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining First Hawaiian position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 29 First Hawaiian shares in Q1 2021, an estimated $1K.
  • Harvest Group Wealth Management first reported a position in First Hawaiian in Q4 2020 and held it in 1 quarter.
  • Harvest Group Wealth Management's First Hawaiian position peaked at $1K in Q4 2020.
  • 245 funds tracked by Wall St. Rank held First Hawaiian as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.