SeaCrest Wealth Management’s Hawaiian Electric Industries HE Stock Holding History

SeaCrest Wealth Management’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 Q3	–	Sell	-1,398	Closed	-$57K	–	991
2022 Q2	$57K	Buy	+1,398	New	+$58.8K	0.01%	1058
2019 Q2	–	Sell	-900	Closed	-$37K	–	1071
2019 Q1	$37K	Hold	900	–	–	0.01%	1048
2018 Q4	$33K	Hold	900	–	–	0.01%	1039
2018 Q3	$32K	Hold	900	–	–	0.01%	1185
2018 Q2	$31K	Hold	900	–	–	0.01%	1177
2018 Q1	$31K	Hold	900	–	–	0.01%	1157
2017 Q4	$33K	Buy	+900	New	+$32.6K	0.01%	1135

Other funds holding HE

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SeaCrest Wealth Management's HE Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of Hawaiian Electric Industries (HE) in Q3 2022, closing a stake of 1,398 shares — an estimated $57K sold.

SeaCrest Wealth Management first reported a position in HE in Q4 2017 and held it in 7 quarters. The position peaked at $57K in Q2 2022. 326 funds tracked by Wall St. Rank hold HE as of Q3 2022.

SeaCrest Wealth Management reported no remaining Hawaiian Electric Industries position as of Q3 2022 after selling out during the quarter.
SeaCrest Wealth Management sold 1,398 Hawaiian Electric Industries shares in Q3 2022, an estimated $57K.
SeaCrest Wealth Management first reported a position in Hawaiian Electric Industries in Q4 2017 and held it in 7 quarters.
SeaCrest Wealth Management's Hawaiian Electric Industries position peaked at $57K in Q2 2022.
326 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.