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Simplicity Wealth’s Hawaiian Electric Industries HE Stock Holding History

Simplicity Wealth’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
2024
Q2 		– Sell
-27,421
Closed -$309K – 1272
2024
Q1 		$309K Buy
+27,421
New +$349K 0.01% 907

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Simplicity Wealth's HE Position: Q2 2024 in Review

Simplicity Wealth sold out of Hawaiian Electric Industries (HE) in Q2 2024, closing a stake of 27,421 shares — an estimated $309K sold.

Simplicity Wealth first reported a position in HE in Q1 2024 and held it in 1 quarter. The position peaked at $309K in Q1 2024. 277 funds tracked by Wall St. Rank hold HE as of Q2 2024.

  • Simplicity Wealth reported no remaining Hawaiian Electric Industries position as of Q2 2024 after selling out during the quarter.
  • Simplicity Wealth sold 27,421 Hawaiian Electric Industries shares in Q2 2024, an estimated $309K.
  • Simplicity Wealth first reported a position in Hawaiian Electric Industries in Q1 2024 and held it in 1 quarter.
  • Simplicity Wealth's Hawaiian Electric Industries position peaked at $309K in Q1 2024.
  • 277 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2024.

Based on Simplicity Wealth's 13F filing for Q2 2024, filed 10 Jul 2024.