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Redwood Wealth Management Group’s Hawaiian Electric Industries HE Stock Holding History

Redwood Wealth Management Group’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
2024
Q3 		– Sell
-338
Closed -$3.04K – 549
2024
Q2 		$3.04K Buy
+338
New +$3.51K ﹤0.01% 830

Other funds holding HE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GCM
Ghisallo Capital Management Boston, Massachusetts $3.63B AUM 30.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Redwood Wealth Management Group's HE Position: Q3 2024 in Review

Redwood Wealth Management Group sold out of Hawaiian Electric Industries (HE) in Q3 2024, closing a stake of 338 shares — an estimated $3.04K sold.

Redwood Wealth Management Group first reported a position in HE in Q2 2024 and held it in 1 quarter. The position peaked at $3.04K in Q2 2024. 291 funds tracked by Wall St. Rank hold HE as of Q3 2024.

  • Redwood Wealth Management Group reported no remaining Hawaiian Electric Industries position as of Q3 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 338 Hawaiian Electric Industries shares in Q3 2024, an estimated $3.04K.
  • Redwood Wealth Management Group first reported a position in Hawaiian Electric Industries in Q2 2024 and held it in 1 quarter.
  • Redwood Wealth Management Group's Hawaiian Electric Industries position peaked at $3.04K in Q2 2024.
  • 291 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q3 2024.

Based on Redwood Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.