Mayflower Financial Advisors’s Hawaiian Electric Industries HE Stock Holding History

Mayflower Financial 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 Q2	–	Sell	-5,011	Closed	-$212K	–	343
2022 Q1	$212K	Hold	5,011	–	–	0.03%	325
2021 Q4	$208K	Sell	5,011 -6	-0.1%	-$243	0.03%	312
2021 Q3	$208K	Buy	5,017 +6	+0.1%	+$258	0.03%	314
2021 Q2	$212K	Sell	5,011 -1,500	-23%	-$65K	0.03%	294
2021 Q1	$289K	Hold	6,511	–	–	0.04%	234
2020 Q4	$230K	Buy	+6,511	New	+$230K	0.04%	240

Other funds holding HE

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

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

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Mayflower Financial Advisors's HE Position: Q2 2022 in Review

Mayflower Financial Advisors sold out of Hawaiian Electric Industries (HE) in Q2 2022, closing a stake of 5,011 shares — an estimated $212K sold.

Mayflower Financial Advisors first reported a position in HE in Q4 2020 and held it in 6 quarters. The position peaked at $289K in Q1 2021. 336 funds tracked by Wall St. Rank hold HE as of Q2 2022.

Mayflower Financial Advisors reported no remaining Hawaiian Electric Industries position as of Q2 2022 after selling out during the quarter.
Mayflower Financial Advisors sold 5,011 Hawaiian Electric Industries shares in Q2 2022, an estimated $212K.
Mayflower Financial Advisors first reported a position in Hawaiian Electric Industries in Q4 2020 and held it in 6 quarters.
Mayflower Financial Advisors's Hawaiian Electric Industries position peaked at $289K in Q1 2021.
336 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2022.

Based on Mayflower Financial Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.