LWM
HE icon

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

Liberty 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
2023
Q3 		– Sell
-6,323
Closed -$229K – 184
2023
Q2 		$229K Buy
6,323
+60
+1% +$2.26K 0.06% 165
2023
Q1 		$240K Buy
+6,263
New +$254K 0.05% 198
2022
Q3 		$213K Buy
6,152
+54
+0.9% +$2.17K 0.06% 138
2022
Q2 		$249K Buy
6,098
+49
+0.8% +$2.06K 0.1% 120
2022
Q1 		$255K Buy
+6,049
New +$252K 0.09% 120

Other funds holding HE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Liberty Wealth Management's HE Position: Q3 2023 in Review

Liberty Wealth Management sold out of Hawaiian Electric Industries (HE) in Q3 2023, closing a stake of 6,323 shares — an estimated $229K sold.

Liberty Wealth Management first reported a position in HE in Q1 2022 and held it in 5 quarters. The position peaked at $255K in Q1 2022. 275 funds tracked by Wall St. Rank hold HE as of Q3 2023.

  • Liberty Wealth Management reported no remaining Hawaiian Electric Industries position as of Q3 2023 after selling out during the quarter.
  • Liberty Wealth Management sold 6,323 Hawaiian Electric Industries shares in Q3 2023, an estimated $229K.
  • Liberty Wealth Management first reported a position in Hawaiian Electric Industries in Q1 2022 and held it in 5 quarters.
  • Liberty Wealth Management's Hawaiian Electric Industries position peaked at $255K in Q1 2022.
  • 275 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q3 2023.

Based on Liberty Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.