SWM
HE icon

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

Selective 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
Q4 		– Sell
-500
Closed -$17K – 368
2022
Q3 		$17K Hold
500
– – 0.01% 446
2022
Q2 		$20K Hold
500
– – 0.01% 463
2022
Q1 		$21K Hold
500
– – 0.01% 434
2021
Q4 		$21K Hold
500
– – 0.01% 403
2021
Q3 		$20K Buy
+500
New +$21.5K 0.01% 359

Other funds holding HE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Selective Wealth Management's HE Position: Q4 2022 in Review

Selective Wealth Management sold out of Hawaiian Electric Industries (HE) in Q4 2022, closing a stake of 500 shares — an estimated $17K sold.

Selective Wealth Management first reported a position in HE in Q3 2021 and held it in 5 quarters. The position peaked at $21K in Q1 2022. 323 funds tracked by Wall St. Rank hold HE as of Q4 2022.

  • Selective Wealth Management reported no remaining Hawaiian Electric Industries position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 500 Hawaiian Electric Industries shares in Q4 2022, an estimated $17K.
  • Selective Wealth Management first reported a position in Hawaiian Electric Industries in Q3 2021 and held it in 5 quarters.
  • Selective Wealth Management's Hawaiian Electric Industries position peaked at $21K in Q1 2022.
  • 323 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.