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Morton Brown Family Wealth’s Hawaiian Electric Industries HE Stock Holding History

Morton Brown Family Wealth’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
Q3 		– Sell
-15
Closed -$1K – 266
2022
Q2 		$1K Buy
+15
New +$631 ﹤0.01% 235

Other funds holding HE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morton Brown Family Wealth's HE Position: Q3 2022 in Review

Morton Brown Family Wealth sold out of Hawaiian Electric Industries (HE) in Q3 2022, closing a stake of 15 shares — an estimated $1K sold.

Morton Brown Family Wealth first reported a position in HE in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 326 funds tracked by Wall St. Rank hold HE as of Q3 2022.

  • Morton Brown Family Wealth reported no remaining Hawaiian Electric Industries position as of Q3 2022 after selling out during the quarter.
  • Morton Brown Family Wealth sold 15 Hawaiian Electric Industries shares in Q3 2022, an estimated $1K.
  • Morton Brown Family Wealth first reported a position in Hawaiian Electric Industries in Q2 2022 and held it in 1 quarter.
  • Morton Brown Family Wealth's Hawaiian Electric Industries position peaked at $1K in Q2 2022.
  • 326 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q3 2022.

Based on Morton Brown Family Wealth's 13F filing for Q3 2022, filed 31 Oct 2022.