Moisand Fitzgerald Tamayo’s First Hawaiian FHB Stock Holding History

Moisand Fitzgerald Tamayo’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
2023 Q4	–	Sell	-134	Closed	-$2.42K	–	710
2023 Q3	$2.42K	Buy	134 +2	+2%	+$39	﹤0.01%	534
2023 Q2	$2.38K	Buy	132 +2	+2%	+$37	﹤0.01%	515
2023 Q1	$2.69K	Buy	130 +1	+0.8%	+$25	﹤0.01%	500
2022 Q4	$3.36K	Buy	129 +1	+0.8%	+$26	﹤0.01%	457
2022 Q3	$3K	Buy	128 +2	+2%	+$50	﹤0.01%	433
2022 Q2	$3K	Buy	+126	New	+$3.16K	﹤0.01%	366
2022 Q1	–	Sell	-124	Closed	-$3K	–	545
2021 Q4	$3K	Buy	+124	New	+$3.46K	﹤0.01%	323

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

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

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

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

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

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

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

Moisand Fitzgerald Tamayo's FHB Position: Q4 2023 in Review

Moisand Fitzgerald Tamayo sold out of First Hawaiian (FHB) in Q4 2023, closing a stake of 134 shares — an estimated $2.42K sold.

Moisand Fitzgerald Tamayo first reported a position in FHB in Q4 2021 and held it in 7 quarters. The position peaked at $3.36K in Q4 2022. 221 funds tracked by Wall St. Rank hold FHB as of Q4 2023.

Moisand Fitzgerald Tamayo reported no remaining First Hawaiian position as of Q4 2023 after selling out during the quarter.
Moisand Fitzgerald Tamayo sold 134 First Hawaiian shares in Q4 2023, an estimated $2.42K.
Moisand Fitzgerald Tamayo first reported a position in First Hawaiian in Q4 2021 and held it in 7 quarters.
Moisand Fitzgerald Tamayo's First Hawaiian position peaked at $3.36K in Q4 2022.
221 funds tracked by Wall St. Rank held First Hawaiian as of Q4 2023.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q4 2023, filed 18 Jan 2024.