Harvest Group Wealth Management’s Hawaiian Electric Industries HE Stock Holding History

Harvest Group 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
2021 Q1	–	Sell	-28	Closed	-$1K	–	309
2020 Q4	$1K	Sell	28 -8	-22%	-$283	﹤0.01%	474
2020 Q3	$1K	Hold	36	–	–	﹤0.01%	457
2020 Q2	$1K	Hold	36	–	–	﹤0.01%	384
2020 Q1	$1K	Sell	36 -18	-33%	-$832	﹤0.01%	390
2019 Q4	$2K	Sell	54 -22	-29%	-$986	﹤0.01%	617
2019 Q3	$3K	Hold	76	–	–	﹤0.01%	553
2019 Q2	$3K	Hold	76	–	–	﹤0.01%	449
2019 Q1	$3K	Buy	+76	New	+$2.89K	﹤0.01%	496

Other funds holding HE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ICP

Inclusive Capital Partners San Francisco, California $26M AUM 22.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

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

Harvest Group Wealth Management sold out of Hawaiian Electric Industries (HE) in Q1 2021, closing a stake of 28 shares — an estimated $1K sold.

Harvest Group Wealth Management first reported a position in HE in Q1 2019 and held it in 8 quarters. The position peaked at $3K in Q3 2019. 312 funds tracked by Wall St. Rank hold HE as of Q1 2021.

Harvest Group Wealth Management reported no remaining Hawaiian Electric Industries position as of Q1 2021 after selling out during the quarter.
Harvest Group Wealth Management sold 28 Hawaiian Electric Industries shares in Q1 2021, an estimated $1K.
Harvest Group Wealth Management first reported a position in Hawaiian Electric Industries in Q1 2019 and held it in 8 quarters.
Harvest Group Wealth Management's Hawaiian Electric Industries position peaked at $3K in Q3 2019.
312 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q1 2021.

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