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Sowell Financial Services’s First Hawaiian FHB Stock Holding History

Sowell Financial Services’s Portfolio FHB Stock Details FHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-575
Closed -$10K – 2581
2020
Q2 		$10K Sell
575
-540
-48% -$9.06K ﹤0.01% 1689
2020
Q1 		$18K Sell
1,115
-137
-11% -$3.46K ﹤0.01% 1424
2019
Q4 		$36K Buy
1,252
+48
+4% +$1.35K ﹤0.01% 1256
2019
Q3 		$32K Buy
+1,204
New +$31.2K ﹤0.01% 1123

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sowell Financial Services's FHB Position: Q3 2020 in Review

Sowell Financial Services sold out of First Hawaiian (FHB) in Q3 2020, closing a stake of 575 shares — an estimated $10K sold.

Sowell Financial Services first reported a position in FHB in Q3 2019 and held it in 4 quarters. The position peaked at $36K in Q4 2019. 223 funds tracked by Wall St. Rank hold FHB as of Q3 2020.

  • Sowell Financial Services reported no remaining First Hawaiian position as of Q3 2020 after selling out during the quarter.
  • Sowell Financial Services sold 575 First Hawaiian shares in Q3 2020, an estimated $10K.
  • Sowell Financial Services first reported a position in First Hawaiian in Q3 2019 and held it in 4 quarters.
  • Sowell Financial Services's First Hawaiian position peaked at $36K in Q4 2019.
  • 223 funds tracked by Wall St. Rank held First Hawaiian as of Q3 2020.

Based on Sowell Financial Services's 13F filing for Q3 2020, filed 12 Nov 2020.