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JFS Wealth Advisors’s Hawaiian Electric Industries HE Stock Holding History

JFS Wealth Advisors’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
-26
Closed -$294 – 2014
2024
Q1 		$294 Buy
+26
New +$330 ﹤0.01% 1862
2023
Q3 		– Sell
-42
Closed -$1.52K – 1982
2023
Q2 		$1.52K Hold
42
– – ﹤0.01% 1485
2023
Q1 		$1.61K Sell
42
-14
-25% -$567 ﹤0.01% 1443
2022
Q4 		$2.34K Buy
56
+10
+22% +$386 ﹤0.01% 1312
2022
Q3 		$2K Sell
46
-39
-46% -$1.57K ﹤0.01% 1329
2022
Q2 		$3K Buy
85
+35
+70% +$1.47K ﹤0.01% 1185
2022
Q1 		$2K Buy
50
+29
+138% +$1.21K ﹤0.01% 1419
2021
Q4 		$1K Buy
+21
New +$852 ﹤0.01% 1384

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

JFS Wealth Advisors's HE Position: Q2 2024 in Review

JFS Wealth Advisors sold out of Hawaiian Electric Industries (HE) in Q2 2024, closing a stake of 26 shares — an estimated $294 sold.

JFS Wealth Advisors first reported a position in HE in Q4 2021 and held it in 8 quarters. The position peaked at $3K in Q2 2022. 277 funds tracked by Wall St. Rank hold HE as of Q2 2024.

  • JFS Wealth Advisors reported no remaining Hawaiian Electric Industries position as of Q2 2024 after selling out during the quarter.
  • JFS Wealth Advisors sold 26 Hawaiian Electric Industries shares in Q2 2024, an estimated $294.
  • JFS Wealth Advisors first reported a position in Hawaiian Electric Industries in Q4 2021 and held it in 8 quarters.
  • JFS Wealth Advisors's Hawaiian Electric Industries position peaked at $3K in Q2 2022.
  • 277 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2024.

Based on JFS Wealth Advisors's 13F filing for Q2 2024, filed 15 Jul 2024.