Laurel Wealth Advisors (California)’s First Hawaiian FHB Stock Holding History

Laurel Wealth Advisors (California)’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
2022 Q4	$227K	Hold	8,717	–	–	0.02%	595
2022 Q3	$215K	Buy	+8,717	New	+$220K	0.02%	590
2022 Q2	–	Sell	-7,953	Closed	-$222K	–	688
2022 Q1	$222K	Sell	7,953 -512	-6%	-$14.8K	0.02%	692
2021 Q4	$231K	Buy	+8,465	New	+$236K	0.02%	708

Other funds holding FHB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Laurel Wealth Advisors (California)'s FHB Position: Q4 2022 in Review

Laurel Wealth Advisors (California) held its First Hawaiian (FHB) position steady in Q4 2022 at 8,717 shares worth $227K. The position accounts for 0.02% of the portfolio, ranked #595.

Laurel Wealth Advisors (California) first reported a position in FHB in Q4 2021 and has held it in 4 quarters since. The position peaked at $231K in Q4 2021. 254 funds tracked by Wall St. Rank hold FHB as of Q4 2022.

Laurel Wealth Advisors (California) held 8,717 shares of First Hawaiian worth $227K as of Q4 2022.
Laurel Wealth Advisors (California) left its First Hawaiian share count unchanged in Q4 2022.
First Hawaiian made up 0.02% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #595 holding.
Laurel Wealth Advisors (California) first reported a position in First Hawaiian in Q4 2021 and has held it in 4 quarters since.
Laurel Wealth Advisors (California)'s First Hawaiian position peaked at $231K in Q4 2021.
254 funds tracked by Wall St. Rank held First Hawaiian as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.