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Realta Investment Advisors’s First Hawaiian FHB Stock Holding History

Realta Investment 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
2020
Q1 		– Sell
-499
Closed -$14K – 670
2019
Q4 		$14K Buy
499
+341
+216% +$9.58K ﹤0.01% 1043
2019
Q3 		$5K Hold
158
– – ﹤0.01% 1313
2019
Q2 		$5K Hold
158
– – ﹤0.01% 1360
2019
Q1 		$5K Buy
+158
New +$4.09K ﹤0.01% 1069

Other funds holding FHB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Realta Investment Advisors's FHB Position: Q1 2020 in Review

Realta Investment Advisors sold out of First Hawaiian (FHB) in Q1 2020, closing a stake of 499 shares — an estimated $14K sold.

Realta Investment Advisors first reported a position in FHB in Q1 2019 and held it in 4 quarters. The position peaked at $14K in Q4 2019. 216 funds tracked by Wall St. Rank hold FHB as of Q1 2020.

  • Realta Investment Advisors reported no remaining First Hawaiian position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 499 First Hawaiian shares in Q1 2020, an estimated $14K.
  • Realta Investment Advisors first reported a position in First Hawaiian in Q1 2019 and held it in 4 quarters.
  • Realta Investment Advisors's First Hawaiian position peaked at $14K in Q4 2019.
  • 216 funds tracked by Wall St. Rank held First Hawaiian as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.