Pinnacle Wealth Planning Services’s Hawaiian Holdings, Inc. HA Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio HA Stock Details HA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-10,659	Closed	-$132K	–	566
2024 Q2	$132K	Sell	10,659 -595	-5%	-$7.78K	0.02%	459
2024 Q1	$150K	Buy	11,254 +511	+5%	+$7.11K	0.02%	454
2023 Q4	$153K	Buy	+10,743	New	+$79.7K	0.02%	432
2021 Q1	–	Sell	-2,123	Closed	-$38K	–	2062
2020 Q4	$38K	Buy	+2,123	New	+$35.9K	0.01%	921

Other funds holding HA

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Pinnacle Wealth Planning Services's HA Position: Q3 2024 in Review

Pinnacle Wealth Planning Services sold out of Hawaiian Holdings, Inc. (HA) in Q3 2024, closing a stake of 10,659 shares — an estimated $132K sold.

Pinnacle Wealth Planning Services first reported a position in HA in Q4 2020 and held it in 4 quarters. The position peaked at $153K in Q4 2023. 1 fund tracked by Wall St. Rank holds HA as of Q3 2024.

Pinnacle Wealth Planning Services reported no remaining Hawaiian Holdings, Inc. position as of Q3 2024 after selling out during the quarter.
Pinnacle Wealth Planning Services sold 10,659 Hawaiian Holdings, Inc. shares in Q3 2024, an estimated $132K.
Pinnacle Wealth Planning Services first reported a position in Hawaiian Holdings, Inc. in Q4 2020 and held it in 4 quarters.
Pinnacle Wealth Planning Services's Hawaiian Holdings, Inc. position peaked at $153K in Q4 2023.
1 fund tracked by Wall St. Rank held Hawaiian Holdings, Inc. as of Q3 2024.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2024, filed 13 Nov 2024.