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Sutton Wealth Advisors’s First Hawaiian FHB Stock Holding History

Sutton Wealth Advisors’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
2023
Q1 		– Sell
-2,134
Closed -$55.6K – 1069
2022
Q4 		$55.6K Hold
2,134
– – 0.02% 360
2022
Q3 		$52.6K Sell
2,134
-326
-13% -$8.21K 0.02% 368
2022
Q2 		$55.9K Buy
2,460
+341
+16% +$8.55K 0.02% 351
2022
Q1 		$59.1K Hold
2,119
– – 0.02% 359
2021
Q4 		$57.9K Buy
2,119
+34
+2% +$949 0.02% 376
2021
Q3 		$61.2K Hold
2,085
– – 0.02% 349
2021
Q2 		$59.1K Hold
2,085
– – 0.02% 363
2021
Q1 		$57.1K Hold
2,085
– – 0.02% 362
2020
Q4 		$49.2K Hold
2,085
– – 0.02% 351
2020
Q3 		$30.2K Buy
+2,085
New +$34.3K 0.01% 430

Other funds holding FHB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Sutton Wealth Advisors's FHB Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of First Hawaiian (FHB) in Q1 2023, closing a stake of 2,134 shares — an estimated $55.6K sold.

Sutton Wealth Advisors first reported a position in FHB in Q3 2020 and held it in 10 quarters. The position peaked at $61.2K in Q3 2021. 246 funds tracked by Wall St. Rank hold FHB as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining First Hawaiian position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 2,134 First Hawaiian shares in Q1 2023, an estimated $55.6K.
  • Sutton Wealth Advisors first reported a position in First Hawaiian in Q3 2020 and held it in 10 quarters.
  • Sutton Wealth Advisors's First Hawaiian position peaked at $61.2K in Q3 2021.
  • 246 funds tracked by Wall St. Rank held First Hawaiian as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.