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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
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
ICP
Inclusive Capital Partners San Francisco, California $26M AUM 22.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 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.