TCI Wealth Advisors’s First Hawaiian FHB Stock Holding History

TCI 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 Q2	–	Sell	-239	Closed	-$4.93K	–	917
2023 Q1	$4.93K	Sell	239 -2	-0.8%	-$50	﹤0.01%	1539
2022 Q4	$6.28K	Hold	241	–	–	﹤0.01%	1378
2022 Q3	$6K	Buy	241 +9	+4%	+$227	﹤0.01%	1333
2022 Q2	$5K	Hold	232	–	–	﹤0.01%	1475
2022 Q1	$6K	Sell	232 -60	-21%	-$1.73K	﹤0.01%	1414
2021 Q4	$8K	Hold	292	–	–	﹤0.01%	1324
2021 Q3	$9K	Hold	292	–	–	﹤0.01%	1159
2021 Q2	$8K	Hold	292	–	–	﹤0.01%	1100
2021 Q1	$8K	Hold	292	–	–	﹤0.01%	975
2020 Q4	$7K	Sell	292 -124	-30%	-$2.48K	﹤0.01%	741
2020 Q3	$6K	Buy	+416	New	+$6.84K	﹤0.01%	706
2020 Q2	–	Sell	-171	Closed	-$3K	–	1521
2020 Q1	$3K	Buy	+171	New	+$4.32K	﹤0.01%	861
2018 Q1	–	Sell	-105	Closed	-$3K	–	1376
2017 Q4	$3K	Hold	105	–	–	﹤0.01%	894
2017 Q3	$3K	Hold	105	–	–	﹤0.01%	839
2017 Q2	$3K	Hold	105	–	–	﹤0.01%	870
2017 Q1	$3K	Hold	105	–	–	﹤0.01%	837
2016 Q4	$4K	Buy	+105	New	+$3.13K	﹤0.01%	817

Other funds holding FHB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

TCI Wealth Advisors's FHB Position: Q2 2023 in Review

TCI Wealth Advisors sold out of First Hawaiian (FHB) in Q2 2023, closing a stake of 239 shares — an estimated $4.93K sold.

TCI Wealth Advisors first reported a position in FHB in Q4 2016 and held it in 17 quarters. The position peaked at $9K in Q3 2021. 229 funds tracked by Wall St. Rank hold FHB as of Q2 2023.

TCI Wealth Advisors reported no remaining First Hawaiian position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 239 First Hawaiian shares in Q2 2023, an estimated $4.93K.
TCI Wealth Advisors first reported a position in First Hawaiian in Q4 2016 and held it in 17 quarters.
TCI Wealth Advisors's First Hawaiian position peaked at $9K in Q3 2021.
229 funds tracked by Wall St. Rank held First Hawaiian as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.