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Paces Ferry Wealth Advisors’s First Hawaiian FHB Stock Holding History

Paces Ferry Wealth 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
2020
Q4 		– Sell
-25
Closed – – 471
2020
Q3 		$0 Buy
+25
New +$411 ﹤0.01% 1159

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Fuller & Thaler Asset Management
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State Street
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JP Morgan Chase
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Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Paces Ferry Wealth Advisors's FHB Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of First Hawaiian (FHB) in Q4 2020, closing a stake of 25 shares.

Paces Ferry Wealth Advisors first reported a position in FHB in Q3 2020 and held it in 1 quarter. The position peaked at $0 in Q3 2020. 217 funds tracked by Wall St. Rank hold FHB as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining First Hawaiian position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 25 First Hawaiian shares in Q4 2020.
  • Paces Ferry Wealth Advisors first reported a position in First Hawaiian in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's First Hawaiian position peaked at $0 in Q3 2020.
  • 217 funds tracked by Wall St. Rank held First Hawaiian as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.