Rehmann Capital Advisory Group’s Hawaiian Electric Industries HE Stock Holding History

Rehmann Capital Advisory 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
2022 Q4	–	Sell	-6,867	Closed	-$238K	–	566
2022 Q3	$238K	Buy	+6,867	New	+$276K	0.03%	441
2019 Q3	$45.8K	Buy	1,005 +1	+0.1%	+$44	0.01%	641
2019 Q2	$43.7K	Buy	1,004 +1	+0.1%	+$42	0.01%	882
2019 Q1	$40.9K	Sell	1,003 -581	-37%	-$22.1K	0.01%	889
2018 Q4	$58K	Hold	1,584	–	–	0.01%	547
2018 Q3	$56.4K	Sell	1,584 -36	-2%	-$1.27K	0.01%	753
2018 Q2	$55.6K	Sell	1,620 -96	-6%	-$3.26K	0.01%	738
2018 Q1	$59K	Buy	+1,716	New	+$58K	0.01%	697

Other funds holding HE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Rehmann Capital Advisory Group's HE Position: Q4 2022 in Review

Rehmann Capital Advisory Group sold out of Hawaiian Electric Industries (HE) in Q4 2022, closing a stake of 6,867 shares — an estimated $238K sold.

Rehmann Capital Advisory Group first reported a position in HE in Q1 2018 and held it in 8 quarters. The position peaked at $238K in Q3 2022. 321 funds tracked by Wall St. Rank hold HE as of Q4 2022.

Rehmann Capital Advisory Group reported no remaining Hawaiian Electric Industries position as of Q4 2022 after selling out during the quarter.
Rehmann Capital Advisory Group sold 6,867 Hawaiian Electric Industries shares in Q4 2022, an estimated $238K.
Rehmann Capital Advisory Group first reported a position in Hawaiian Electric Industries in Q1 2018 and held it in 8 quarters.
Rehmann Capital Advisory Group's Hawaiian Electric Industries position peaked at $238K in Q3 2022.
321 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q4 2022.

Based on Rehmann Capital Advisory Group's 13F filing for Q4 2022, filed 10 Feb 2023.