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Plante Moran Financial Advisors’s First Hawaiian FHB Stock Holding History

Plante Moran Financial 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
2021
Q2 		– Sell
-212
Closed -$6K – 987
2021
Q1 		$6K Buy
+212
New +$5.69K ﹤0.01% 743

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Vanguard Group
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Plante Moran Financial Advisors's FHB Position: Q2 2021 in Review

Plante Moran Financial Advisors sold out of First Hawaiian (FHB) in Q2 2021, closing a stake of 212 shares — an estimated $6K sold.

Plante Moran Financial Advisors first reported a position in FHB in Q1 2021 and held it in 1 quarter. The position peaked at $6K in Q1 2021. 230 funds tracked by Wall St. Rank hold FHB as of Q2 2021.

  • Plante Moran Financial Advisors reported no remaining First Hawaiian position as of Q2 2021 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 212 First Hawaiian shares in Q2 2021, an estimated $6K.
  • Plante Moran Financial Advisors first reported a position in First Hawaiian in Q1 2021 and held it in 1 quarter.
  • Plante Moran Financial Advisors's First Hawaiian position peaked at $6K in Q1 2021.
  • 230 funds tracked by Wall St. Rank held First Hawaiian as of Q2 2021.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2021, filed 10 Aug 2021.