SFP
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Sterling Financial Planning’s Hawaiian Electric Industries HE Stock Holding History

Sterling Financial Planning’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
2021
Q2 		– Sell
-100
Closed -$4K – 406
2021
Q1 		$4K Hold
100
– – ﹤0.01% 332
2020
Q4 		$4K Buy
+100
New +$3.54K ﹤0.01% 316

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Sterling Financial Planning's HE Position: Q2 2021 in Review

Sterling Financial Planning sold out of Hawaiian Electric Industries (HE) in Q2 2021, closing a stake of 100 shares — an estimated $4K sold.

Sterling Financial Planning first reported a position in HE in Q4 2020 and held it in 2 quarters. The position peaked at $4K in Q1 2021. 298 funds tracked by Wall St. Rank hold HE as of Q2 2021.

  • Sterling Financial Planning reported no remaining Hawaiian Electric Industries position as of Q2 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 100 Hawaiian Electric Industries shares in Q2 2021, an estimated $4K.
  • Sterling Financial Planning first reported a position in Hawaiian Electric Industries in Q4 2020 and held it in 2 quarters.
  • Sterling Financial Planning's Hawaiian Electric Industries position peaked at $4K in Q1 2021.
  • 298 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2021.

Based on Sterling Financial Planning's 13F filing for Q2 2021, filed 2 Aug 2021.