PFS
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Prospera Financial Services’s First Hawaiian FHB Stock Holding History

Prospera Financial Services’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
2022
Q2 		– Sell
-300
Closed -$8K – 1945
2022
Q1 		$8K Buy
+300
New +$8.66K ﹤0.01% 2118
2020
Q4 		– Sell
-300
Closed -$4K – 960
2020
Q3 		$4K Buy
+300
New +$4.93K ﹤0.01% 1324

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Kayne Anderson Rudnick Investment Management
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American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Prospera Financial Services's FHB Position: Q2 2022 in Review

Prospera Financial Services sold out of First Hawaiian (FHB) in Q2 2022, closing a stake of 300 shares — an estimated $8K sold.

Prospera Financial Services first reported a position in FHB in Q3 2020 and held it in 2 quarters. The position peaked at $8K in Q1 2022. 244 funds tracked by Wall St. Rank hold FHB as of Q2 2022.

  • Prospera Financial Services reported no remaining First Hawaiian position as of Q2 2022 after selling out during the quarter.
  • Prospera Financial Services sold 300 First Hawaiian shares in Q2 2022, an estimated $8K.
  • Prospera Financial Services first reported a position in First Hawaiian in Q3 2020 and held it in 2 quarters.
  • Prospera Financial Services's First Hawaiian position peaked at $8K in Q1 2022.
  • 244 funds tracked by Wall St. Rank held First Hawaiian as of Q2 2022.

Based on Prospera Financial Services's 13F filing for Q2 2022, filed 8 Aug 2022.