Patriot Financial Group Insurance Agency’s Hawaiian Electric Industries HE Stock Holding History

Patriot Financial Group Insurance Agency’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
2020 Q4	–	Sell	-323	Closed	-$11K	–	1901
2020 Q3	$11K	Sell	323 -1,359	-81%	-$47.7K	﹤0.01%	1000
2020 Q2	$61K	Buy	1,682 +1,656	+6,369%	+$64.2K	0.02%	468
2020 Q1	$1K	Buy	26 +4	+18%	+$185	﹤0.01%	1435
2019 Q4	$1K	Hold	22	–	–	﹤0.01%	1203
2019 Q3	$1K	Sell	22 -64	-74%	-$2.85K	﹤0.01%	1185
2019 Q2	$4K	Sell	86 -7	-8%	-$293	﹤0.01%	986
2019 Q1	$4K	Buy	93 +71	+323%	+$2.7K	﹤0.01%	893
2018 Q4	$1K	Buy	+22	New	+$816	﹤0.01%	901
2018 Q2	–	Sell	-24	Closed	-$1K	–	712
2018 Q1	$1K	Hold	24	–	–	﹤0.01%	914
2017 Q4	$1K	Buy	+24	New	+$869	﹤0.01%	899

Other funds holding HE

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

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

ICP

Inclusive Capital Partners San Francisco, California $26M AUM 22.24% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Patriot Financial Group Insurance Agency's HE Position: Q4 2020 in Review

Patriot Financial Group Insurance Agency sold out of Hawaiian Electric Industries (HE) in Q4 2020, closing a stake of 323 shares — an estimated $11K sold.

Patriot Financial Group Insurance Agency first reported a position in HE in Q4 2017 and held it in 10 quarters. The position peaked at $61K in Q2 2020. 320 funds tracked by Wall St. Rank hold HE as of Q4 2020.

Patriot Financial Group Insurance Agency reported no remaining Hawaiian Electric Industries position as of Q4 2020 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 323 Hawaiian Electric Industries shares in Q4 2020, an estimated $11K.
Patriot Financial Group Insurance Agency first reported a position in Hawaiian Electric Industries in Q4 2017 and held it in 10 quarters.
Patriot Financial Group Insurance Agency's Hawaiian Electric Industries position peaked at $61K in Q2 2020.
320 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q4 2020.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2020, filed 15 Jan 2021.