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Janiczek Wealth Management’s Hawaiian Electric Industries HE Stock Holding History

Janiczek 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
2024
Q2 		$2.33K Sell
258
-1,296
-83% -$13.5K ﹤0.01% 840
2024
Q1 		$17.5K Buy
+1,554
New +$19.8K ﹤0.01% 592

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

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

Janiczek Wealth Management reduced its Hawaiian Electric Industries (HE) stake by 83% in Q2 2024, selling an estimated $13.5K and leaving 258 shares worth $2.33K. The position accounts for ﹤0.01% of the portfolio, ranked #840.

Janiczek Wealth Management first reported a position in HE in Q1 2024 and has held it in 2 quarters since. The position peaked at $17.5K in Q1 2024. 277 funds tracked by Wall St. Rank hold HE as of Q2 2024.

  • Janiczek Wealth Management held 258 shares of Hawaiian Electric Industries worth $2.33K as of Q2 2024.
  • Janiczek Wealth Management sold 1,296 Hawaiian Electric Industries shares in Q2 2024, an estimated $13.5K.
  • Hawaiian Electric Industries made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #840 holding.
  • Janiczek Wealth Management first reported a position in Hawaiian Electric Industries in Q1 2024 and has held it in 2 quarters since.
  • Janiczek Wealth Management's Hawaiian Electric Industries position peaked at $17.5K in Q1 2024.
  • 277 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2024.

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