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Smith Salley Wealth Management’s Hawaiian Electric Industries HE Stock Holding History

Smith Salley 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
2024
Q1 		– Sell
-17,052
Closed -$242K – 235
2023
Q4 		$242K Buy
+17,052
New +$222K 0.02% 225

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Smith Salley Wealth Management's HE Position: Q1 2024 in Review

Smith Salley Wealth Management sold out of Hawaiian Electric Industries (HE) in Q1 2024, closing a stake of 17,052 shares — an estimated $242K sold.

Smith Salley Wealth Management first reported a position in HE in Q4 2023 and held it in 1 quarter. The position peaked at $242K in Q4 2023. 297 funds tracked by Wall St. Rank hold HE as of Q1 2024.

  • Smith Salley Wealth Management reported no remaining Hawaiian Electric Industries position as of Q1 2024 after selling out during the quarter.
  • Smith Salley Wealth Management sold 17,052 Hawaiian Electric Industries shares in Q1 2024, an estimated $242K.
  • Smith Salley Wealth Management first reported a position in Hawaiian Electric Industries in Q4 2023 and held it in 1 quarter.
  • Smith Salley Wealth Management's Hawaiian Electric Industries position peaked at $242K in Q4 2023.
  • 297 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q1 2024.

Based on Smith Salley Wealth Management's 13F filing for Q1 2024, filed 2 May 2024.