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Perigon Wealth Management’s Hawaiian Electric Industries HE Stock Holding History

Perigon Wealth Management’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
2021
Q1 		– Sell
-1,455
Closed -$51K – 725
2020
Q4 		$51K Buy
+1,455
New +$51.5K 0.01% 740
2018
Q2 		– Sell
-1,314
Closed -$45K – 400
2018
Q1 		$45K Hold
1,314
– – 0.02% 327
2017
Q4 		$48K Hold
1,314
– – 0.02% 291
2017
Q3 		$44K Buy
+1,314
New +$43.5K 0.01% 355

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
ICP
Inclusive Capital Partners San Francisco, California $26M AUM 22.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Perigon Wealth Management's HE Position: Q1 2021 in Review

Perigon Wealth Management sold out of Hawaiian Electric Industries (HE) in Q1 2021, closing a stake of 1,455 shares — an estimated $51K sold.

Perigon Wealth Management first reported a position in HE in Q3 2017 and held it in 4 quarters. The position peaked at $51K in Q4 2020. 312 funds tracked by Wall St. Rank hold HE as of Q1 2021.

  • Perigon Wealth Management reported no remaining Hawaiian Electric Industries position as of Q1 2021 after selling out during the quarter.
  • Perigon Wealth Management sold 1,455 Hawaiian Electric Industries shares in Q1 2021, an estimated $51K.
  • Perigon Wealth Management first reported a position in Hawaiian Electric Industries in Q3 2017 and held it in 4 quarters.
  • Perigon Wealth Management's Hawaiian Electric Industries position peaked at $51K in Q4 2020.
  • 312 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q1 2021.

Based on Perigon Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.