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Money Concepts Capital’s Hawaiian Electric Industries HE Stock Holding History

Money Concepts Capital’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
Q1 		– Sell
-50
Closed -$2.09K – 1535
2022
Q4 		$2.09K Buy
+50
New +$1.93K ﹤0.01% 2662
2022
Q2 		– Sell
-50
Closed -$2K – 1950
2022
Q1 		$2K Buy
+50
New +$2.08K ﹤0.01% 2449

Other funds holding HE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Money Concepts Capital's HE Position: Q1 2023 in Review

Money Concepts Capital sold out of Hawaiian Electric Industries (HE) in Q1 2023, closing a stake of 50 shares — an estimated $2.09K sold.

Money Concepts Capital first reported a position in HE in Q1 2022 and held it in 2 quarters. The position peaked at $2.09K in Q4 2022. 328 funds tracked by Wall St. Rank hold HE as of Q1 2023.

  • Money Concepts Capital reported no remaining Hawaiian Electric Industries position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 50 Hawaiian Electric Industries shares in Q1 2023, an estimated $2.09K.
  • Money Concepts Capital first reported a position in Hawaiian Electric Industries in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's Hawaiian Electric Industries position peaked at $2.09K in Q4 2022.
  • 328 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.