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Personal Wealth Partners’s Hawaiian Electric Industries HE Stock Holding History

Personal Wealth Partners’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
Q3 		– Sell
-1,096
Closed -$46K – 206
2021
Q2 		$46K Buy
+1,096
New +$47.5K 0.02% 156
2020
Q1 		– Sell
-1,096
Closed -$51K – 281
2019
Q4 		$51K Hold
1,096
– – 0.02% 142
2019
Q3 		$50K Hold
1,096
– – 0.02% 144
2019
Q2 		$48K Buy
+1,096
New +$45.9K 0.02% 131

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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Personal Wealth Partners's HE Position: Q3 2021 in Review

Personal Wealth Partners sold out of Hawaiian Electric Industries (HE) in Q3 2021, closing a stake of 1,096 shares — an estimated $46K sold.

Personal Wealth Partners first reported a position in HE in Q2 2019 and held it in 4 quarters. The position peaked at $51K in Q4 2019. 300 funds tracked by Wall St. Rank hold HE as of Q3 2021.

  • Personal Wealth Partners reported no remaining Hawaiian Electric Industries position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 1,096 Hawaiian Electric Industries shares in Q3 2021, an estimated $46K.
  • Personal Wealth Partners first reported a position in Hawaiian Electric Industries in Q2 2019 and held it in 4 quarters.
  • Personal Wealth Partners's Hawaiian Electric Industries position peaked at $51K in Q4 2019.
  • 300 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.