Legacy Financial Group (Iowa)
HE icon

Legacy Financial Group (Iowa)’s Hawaiian Electric Industries HE Stock Holding History

Legacy Financial Group (Iowa)’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
2023
Q4 		– Sell
-640
Closed -$7.88K – 222
2023
Q3 		$7.88K Buy
+640
New +$15.6K ﹤0.01% 350

Other funds holding HE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Legacy Financial Group (Iowa)'s HE Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Hawaiian Electric Industries (HE) in Q4 2023, closing a stake of 640 shares — an estimated $7.88K sold.

Legacy Financial Group (Iowa) first reported a position in HE in Q3 2023 and held it in 1 quarter. The position peaked at $7.88K in Q3 2023. 291 funds tracked by Wall St. Rank hold HE as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Hawaiian Electric Industries position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 640 Hawaiian Electric Industries shares in Q4 2023, an estimated $7.88K.
  • Legacy Financial Group (Iowa) first reported a position in Hawaiian Electric Industries in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s Hawaiian Electric Industries position peaked at $7.88K in Q3 2023.
  • 291 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.