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Regent Peak Wealth Advisors’s Hawaiian Electric Industries HE Stock Holding History

Regent Peak Wealth Advisors’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
2021
Q1 		– Sell
-12
Closed – – 502
2020
Q4 		$0 Buy
+12
New +$424 ﹤0.01% 1088

Other funds holding HE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ICP
Inclusive Capital Partners San Francisco, California $26M AUM 22.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Regent Peak Wealth Advisors's HE Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Hawaiian Electric Industries (HE) in Q1 2021, closing a stake of 12 shares.

Regent Peak Wealth Advisors first reported a position in HE in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 312 funds tracked by Wall St. Rank hold HE as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Hawaiian Electric Industries position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 12 Hawaiian Electric Industries shares in Q1 2021.
  • Regent Peak Wealth Advisors first reported a position in Hawaiian Electric Industries in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Hawaiian Electric Industries position peaked at $0 in Q4 2020.
  • 312 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.