Optimum Investment Advisors’s Hawaiian Electric Industries HE Stock Holding History

Optimum Investment Advisors’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 Q3	–	Sell	-400	Closed	-$14.5K	–	727
2023 Q2	$14.5K	Hold	400	–	–	0.01%	511
2023 Q1	$15.4K	Hold	400	–	–	0.01%	515
2022 Q4	$16.7K	Hold	400	–	–	0.01%	514
2022 Q3	$14K	Hold	400	–	–	0.01%	543
2022 Q2	$16K	Hold	400	–	–	0.01%	544
2022 Q1	$17K	Hold	400	–	–	0.01%	582
2021 Q4	$17K	Hold	400	–	–	0.01%	612
2021 Q3	$16K	Hold	400	–	–	0.01%	619
2021 Q2	$17K	Hold	400	–	–	0.01%	682
2021 Q1	$18K	Hold	400	–	–	0.01%	681
2020 Q4	$14K	Hold	400	–	–	﹤0.01%	678
2020 Q3	$13K	Hold	400	–	–	﹤0.01%	664
2020 Q2	$14K	Hold	400	–	–	﹤0.01%	652
2020 Q1	$17K	Hold	400	–	–	0.01%	608
2019 Q4	$19K	Hold	400	–	–	0.01%	679
2019 Q3	$18K	Hold	400	–	–	0.01%	696
2019 Q2	$17K	Hold	400	–	–	0.01%	705
2019 Q1	$16K	Hold	400	–	–	0.01%	727
2018 Q4	$15K	Hold	400	–	–	0.01%	696
2018 Q3	$14K	Hold	400	–	–	﹤0.01%	793
2018 Q2	$14K	Hold	400	–	–	﹤0.01%	794
2018 Q1	$14K	Buy	+400	New	+$13.5K	﹤0.01%	772
2015 Q1	$13K	Hold	400	–	–	﹤0.01%	770
2014 Q4	$13K	Hold	400	–	–	﹤0.01%	809
2014 Q3	$11K	Hold	400	–	–	﹤0.01%	748
2014 Q2	$10K	Hold	400	–	–	﹤0.01%	771
2014 Q1	$10K	Hold	400	–	–	﹤0.01%	596
2013 Q4	$10K	Hold	400	–	–	﹤0.01%	611
2013 Q3	$10K	Buy	+400	New	+$10.3K	﹤0.01%	579

Other funds holding HE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Optimum Investment Advisors's HE Position: Q3 2023 in Review

Optimum Investment Advisors sold out of Hawaiian Electric Industries (HE) in Q3 2023, closing a stake of 400 shares — an estimated $14.5K sold.

Optimum Investment Advisors first reported a position in HE in Q3 2013 and held it in 29 quarters. The position peaked at $19K in Q4 2019. 275 funds tracked by Wall St. Rank hold HE as of Q3 2023.

Optimum Investment Advisors reported no remaining Hawaiian Electric Industries position as of Q3 2023 after selling out during the quarter.
Optimum Investment Advisors sold 400 Hawaiian Electric Industries shares in Q3 2023, an estimated $14.5K.
Optimum Investment Advisors first reported a position in Hawaiian Electric Industries in Q3 2013 and held it in 29 quarters.
Optimum Investment Advisors's Hawaiian Electric Industries position peaked at $19K in Q4 2019.
275 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q3 2023.

Based on Optimum Investment Advisors's 13F filing for Q3 2023, filed 13 Oct 2023.