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Revolve Wealth Partners’s Hawaiian Electric Industries HE Stock Holding History

Revolve Wealth Partners’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
2023
Q3 		– Sell
-6,629
Closed -$240K – 153
2023
Q2 		$240K Sell
6,629
-30
-0.5% -$1.13K 0.06% 127
2023
Q1 		$256K Buy
6,659
+12
+0.2% +$486 0.07% 121
2022
Q4 		$278K Buy
6,647
+87
+1% +$3.36K 0.08% 114
2022
Q3 		$227K Sell
6,560
-259
-4% -$10.4K 0.08% 112
2022
Q2 		$279K Hold
6,819
– – 0.09% 97
2022
Q1 		$289K Hold
6,819
– – 0.08% 103
2021
Q4 		$283K Buy
+6,819
New +$277K 0.08% 111

Other funds holding HE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Revolve Wealth Partners's HE Position: Q3 2023 in Review

Revolve Wealth Partners sold out of Hawaiian Electric Industries (HE) in Q3 2023, closing a stake of 6,629 shares — an estimated $240K sold.

Revolve Wealth Partners first reported a position in HE in Q4 2021 and held it in 7 quarters. The position peaked at $289K in Q1 2022. 275 funds tracked by Wall St. Rank hold HE as of Q3 2023.

  • Revolve Wealth Partners reported no remaining Hawaiian Electric Industries position as of Q3 2023 after selling out during the quarter.
  • Revolve Wealth Partners sold 6,629 Hawaiian Electric Industries shares in Q3 2023, an estimated $240K.
  • Revolve Wealth Partners first reported a position in Hawaiian Electric Industries in Q4 2021 and held it in 7 quarters.
  • Revolve Wealth Partners's Hawaiian Electric Industries position peaked at $289K in Q1 2022.
  • 275 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q3 2023.

Based on Revolve Wealth Partners's 13F filing for Q3 2023, filed 10 Oct 2023.