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Old Point Trust & Financial Services N A’s Hawaiian Electric Industries HE Stock Holding History

Old Point Trust & Financial Services N A’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
2024
Q2 		– Sell
-250
Closed -$2.82K – 424
2024
Q1 		$2.82K Buy
+250
New +$3.18K ﹤0.01% 404

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Old Point Trust & Financial Services N A's HE Position: Q2 2024 in Review

Old Point Trust & Financial Services N A sold out of Hawaiian Electric Industries (HE) in Q2 2024, closing a stake of 250 shares — an estimated $2.82K sold.

Old Point Trust & Financial Services N A first reported a position in HE in Q1 2024 and held it in 1 quarter. The position peaked at $2.82K in Q1 2024. 277 funds tracked by Wall St. Rank hold HE as of Q2 2024.

  • Old Point Trust & Financial Services N A reported no remaining Hawaiian Electric Industries position as of Q2 2024 after selling out during the quarter.
  • Old Point Trust & Financial Services N A sold 250 Hawaiian Electric Industries shares in Q2 2024, an estimated $2.82K.
  • Old Point Trust & Financial Services N A first reported a position in Hawaiian Electric Industries in Q1 2024 and held it in 1 quarter.
  • Old Point Trust & Financial Services N A's Hawaiian Electric Industries position peaked at $2.82K in Q1 2024.
  • 277 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2024.

Based on Old Point Trust & Financial Services N A's 13F filing for Q2 2024, filed 13 Aug 2024.