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Impact Partnership Wealth’s Hawaiian Electric Industries HE Stock Holding History

Impact Partnership Wealth’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
2024
Q2 		– Sell
-14,263
Closed -$161K – 413
2024
Q1 		$161K Sell
14,263
-2,397
-14% -$30.5K 0.06% 207
2023
Q4 		$236K Buy
+16,660
New +$217K 0.09% 154

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Impact Partnership Wealth's HE Position: Q2 2024 in Review

Impact Partnership Wealth sold out of Hawaiian Electric Industries (HE) in Q2 2024, closing a stake of 14,263 shares — an estimated $161K sold.

Impact Partnership Wealth first reported a position in HE in Q4 2023 and held it in 2 quarters. The position peaked at $236K in Q4 2023. 277 funds tracked by Wall St. Rank hold HE as of Q2 2024.

  • Impact Partnership Wealth reported no remaining Hawaiian Electric Industries position as of Q2 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 14,263 Hawaiian Electric Industries shares in Q2 2024, an estimated $161K.
  • Impact Partnership Wealth first reported a position in Hawaiian Electric Industries in Q4 2023 and held it in 2 quarters.
  • Impact Partnership Wealth's Hawaiian Electric Industries position peaked at $236K in Q4 2023.
  • 277 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2024.

Based on Impact Partnership Wealth's 13F filing for Q2 2024, filed 2 Aug 2024.