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

Spire 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 Q4	–	Sell	-200	Closed	-$1.94K	–	2475
2024 Q3	$1.94K	Hold	200	–	–	﹤0.01%	2009
2024 Q2	$1.8K	Sell	200 -2	-1%	-$21	﹤0.01%	2026
2024 Q1	$2.28K	Buy	202 +2	+1%	+$25	﹤0.01%	2061
2023 Q4	$2.54K	Hold	200	–	–	﹤0.01%	2096
2023 Q3	$2.46K	Hold	200	–	–	﹤0.01%	2090
2023 Q2	$7.24K	Hold	200	–	–	﹤0.01%	1903
2023 Q1	$7.68K	Buy	+200	New	+$8.11K	﹤0.01%	1929
2022 Q3	–	Sell	-200	Closed	-$8K	–	2362
2022 Q2	$8K	Hold	200	–	–	﹤0.01%	1988
2022 Q1	$8K	Hold	200	–	–	﹤0.01%	2103
2021 Q4	$8K	Hold	200	–	–	﹤0.01%	2441
2021 Q3	$8K	Hold	200	–	–	﹤0.01%	2153
2021 Q2	$8K	Hold	200	–	–	﹤0.01%	2193
2021 Q1	$9K	Buy	+200	New	+$7.33K	﹤0.01%	2440

Other funds holding HE

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

GCM

Ghisallo Capital Management Boston, Massachusetts $5.1B AUM 39.13% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Spire Wealth Management's HE Position: Q4 2024 in Review

Spire Wealth Management sold out of Hawaiian Electric Industries (HE) in Q4 2024, closing a stake of 200 shares — an estimated $1.94K sold.

Spire Wealth Management first reported a position in HE in Q1 2021 and held it in 13 quarters. The position peaked at $9K in Q1 2021. 290 funds tracked by Wall St. Rank hold HE as of Q4 2024.

Spire Wealth Management reported no remaining Hawaiian Electric Industries position as of Q4 2024 after selling out during the quarter.
Spire Wealth Management sold 200 Hawaiian Electric Industries shares in Q4 2024, an estimated $1.94K.
Spire Wealth Management first reported a position in Hawaiian Electric Industries in Q1 2021 and held it in 13 quarters.
Spire Wealth Management's Hawaiian Electric Industries position peaked at $9K in Q1 2021.
290 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q4 2024.

Based on Spire Wealth Management's 13F filing for Q4 2024, filed 24 Jan 2025.