Next Financial Group’s First Hawaiian FHB Stock Holding History

Next Financial Group’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
2021 Q4	$1K	Hold	28	–	–	﹤0.01%	2727
2021 Q3	$1K	Hold	28	–	–	﹤0.01%	2611
2021 Q2	$1K	Sell	28 -1,000	-97%	-$28K	﹤0.01%	2513
2021 Q1	$28K	Buy	1,028 +28	+3%	+$752	﹤0.01%	1513
2020 Q4	$24K	Sell	1,000 -180	-15%	-$3.6K	﹤0.01%	1474
2020 Q3	$17K	Buy	+1,180	New	+$19.4K	﹤0.01%	1466
2020 Q2	–	Sell	-1,000	Closed	-$17K	–	1028
2020 Q1	$17K	Buy	+1,000	New	+$25.3K	﹤0.01%	1336

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Next Financial Group's FHB Position: Q4 2021 in Review

Next Financial Group held its First Hawaiian (FHB) position steady in Q4 2021 at 28 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2727.

Next Financial Group first reported a position in FHB in Q1 2020 and has held it in 7 quarters since. The position peaked at $28K in Q1 2021. 244 funds tracked by Wall St. Rank hold FHB as of Q4 2021.

Next Financial Group held 28 shares of First Hawaiian worth $1K as of Q4 2021.
Next Financial Group left its First Hawaiian share count unchanged in Q4 2021.
First Hawaiian made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2727 holding.
Next Financial Group first reported a position in First Hawaiian in Q1 2020 and has held it in 7 quarters since.
Next Financial Group's First Hawaiian position peaked at $28K in Q1 2021.
244 funds tracked by Wall St. Rank held First Hawaiian as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.