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NewEdge Advisors’s First Hawaiian FHB Stock Holding History

NewEdge Advisors’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
-500
Closed -$9.03K – 3784
2023
Q3 		$9.03K Hold
500
– – ﹤0.01% 2602
2023
Q2 		$9.01K Sell
500
-1,500
-75% -$27.5K ﹤0.01% 2632
2023
Q1 		$41.3K Hold
2,000
– – ﹤0.01% 2081
2022
Q4 		$52 Buy
+2,000
New +$51.3K ﹤0.01% 3465

Other funds holding FHB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

NewEdge Advisors's FHB Position: Q4 2023 in Review

NewEdge Advisors sold out of First Hawaiian (FHB) in Q4 2023, closing a stake of 500 shares — an estimated $9.03K sold.

NewEdge Advisors first reported a position in FHB in Q4 2022 and held it in 4 quarters. The position peaked at $41.3K in Q1 2023. 221 funds tracked by Wall St. Rank hold FHB as of Q4 2023.

  • NewEdge Advisors reported no remaining First Hawaiian position as of Q4 2023 after selling out during the quarter.
  • NewEdge Advisors sold 500 First Hawaiian shares in Q4 2023, an estimated $9.03K.
  • NewEdge Advisors first reported a position in First Hawaiian in Q4 2022 and held it in 4 quarters.
  • NewEdge Advisors's First Hawaiian position peaked at $41.3K in Q1 2023.
  • 221 funds tracked by Wall St. Rank held First Hawaiian as of Q4 2023.

Based on NewEdge Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.