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KCM Investment Advisors’s Hawaiian Electric Industries HE Stock Holding History

KCM Investment 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
2022
Q1 		– Sell
-5,544
Closed -$230K – 419
2021
Q4 		$230K Buy
+5,544
New +$225K 0.01% 385

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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

KCM Investment Advisors's HE Position: Q1 2022 in Review

KCM Investment Advisors sold out of Hawaiian Electric Industries (HE) in Q1 2022, closing a stake of 5,544 shares — an estimated $230K sold.

KCM Investment Advisors first reported a position in HE in Q4 2021 and held it in 1 quarter. The position peaked at $230K in Q4 2021. 339 funds tracked by Wall St. Rank hold HE as of Q1 2022.

  • KCM Investment Advisors reported no remaining Hawaiian Electric Industries position as of Q1 2022 after selling out during the quarter.
  • KCM Investment Advisors sold 5,544 Hawaiian Electric Industries shares in Q1 2022, an estimated $230K.
  • KCM Investment Advisors first reported a position in Hawaiian Electric Industries in Q4 2021 and held it in 1 quarter.
  • KCM Investment Advisors's Hawaiian Electric Industries position peaked at $230K in Q4 2021.
  • 339 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q1 2022.

Based on KCM Investment Advisors's 13F filing for Q1 2022, filed 13 May 2022.