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Janiczek Wealth Management’s First Hawaiian FHB Stock Holding History

Janiczek 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
2024
Q2 		$182K Buy
8,776
+126
+1% +$2.65K 0.04% 197
2024
Q1 		$190K Buy
8,650
+22
+0.3% +$473 0.04% 183
2023
Q4 		$197K Buy
8,628
+1,595
+23% +$31.2K 0.05% 161
2023
Q3 		$127K Buy
7,033
+74
+1% +$1.43K 0.03% 211
2023
Q2 		$125K Buy
6,959
+6,134
+744% +$113K 0.03% 182
2023
Q1 		$16.8K Buy
825
+670
+432% +$16.9K ﹤0.01% 481
2022
Q4 		$4.22K Buy
155
+17
+12% +$436 ﹤0.01% 678
2022
Q3 		$3K Hold
138
– – ﹤0.01% 715
2022
Q2 		$4K Sell
138
-148
-52% -$3.71K ﹤0.01% 690
2022
Q1 		$8K Hold
286
– – ﹤0.01% 604
2021
Q4 		$8K Buy
286
+26
+10% +$726 ﹤0.01% 620
2021
Q3 		$8K Sell
260
-51
-16% -$1.42K ﹤0.01% 606
2021
Q2 		$9K Buy
311
+171
+122% +$4.79K ﹤0.01% 566
2021
Q1 		$4K Buy
140
+30
+27% +$805 ﹤0.01% 667
2020
Q4 		$3K Buy
110
+31
+39% +$620 ﹤0.01% 650
2020
Q3 		$1K Buy
+79
New +$1.3K ﹤0.01% 566

Other funds holding FHB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Janiczek Wealth Management's FHB Position: Q2 2024 in Review

Janiczek Wealth Management increased its First Hawaiian (FHB) stake by 1.5% in Q2 2024, buying an estimated $2.65K and bringing the position to 8,776 shares worth $182K. The position accounts for 0.04% of the portfolio, ranked #197.

Janiczek Wealth Management first reported a position in FHB in Q3 2020 and has held it in 16 quarters since. The position peaked at $197K in Q4 2023. 231 funds tracked by Wall St. Rank hold FHB as of Q2 2024.

  • Janiczek Wealth Management held 8,776 shares of First Hawaiian worth $182K as of Q2 2024.
  • Janiczek Wealth Management bought 126 First Hawaiian shares in Q2 2024, an estimated $2.65K.
  • First Hawaiian made up 0.04% of Janiczek Wealth Management's portfolio in Q2 2024, its #197 holding.
  • Janiczek Wealth Management first reported a position in First Hawaiian in Q3 2020 and has held it in 16 quarters since.
  • Janiczek Wealth Management's First Hawaiian position peaked at $197K in Q4 2023.
  • 231 funds tracked by Wall St. Rank held First Hawaiian as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.