TPCW
HE icon

TD Private Client Wealth’s Hawaiian Electric Industries HE Stock Holding History

TD Private Client Wealth’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
Q4 		– Sell
-10
Closed -$408 – 1208
2021
Q3 		$408 Hold
10
– – ﹤0.01% 1186
2021
Q2 		$423 Hold
10
– – ﹤0.01% 1195
2021
Q1 		$444 Hold
10
– – ﹤0.01% 1133
2020
Q4 		$354 Sell
10
-82
-89% -$2.9K ﹤0.01% 1109
2020
Q3 		$3.06K Hold
92
– – ﹤0.01% 882
2020
Q2 		$3.32K Sell
92
-121
-57% -$4.69K ﹤0.01% 869
2020
Q1 		$9.17K Buy
213
+121
+132% +$5.59K ﹤0.01% 765
2019
Q4 		$4.31K Buy
+92
New +$4.12K ﹤0.01% 826

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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

TD Private Client Wealth's HE Position: Q4 2021 in Review

TD Private Client Wealth sold out of Hawaiian Electric Industries (HE) in Q4 2021, closing a stake of 10 shares — an estimated $408 sold.

TD Private Client Wealth first reported a position in HE in Q4 2019 and held it in 8 quarters. The position peaked at $9.17K in Q1 2020. 332 funds tracked by Wall St. Rank hold HE as of Q4 2021.

  • TD Private Client Wealth reported no remaining Hawaiian Electric Industries position as of Q4 2021 after selling out during the quarter.
  • TD Private Client Wealth sold 10 Hawaiian Electric Industries shares in Q4 2021, an estimated $408.
  • TD Private Client Wealth first reported a position in Hawaiian Electric Industries in Q4 2019 and held it in 8 quarters.
  • TD Private Client Wealth's Hawaiian Electric Industries position peaked at $9.17K in Q1 2020.
  • 332 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q4 2021.

Based on TD Private Client Wealth's 13F filing for Q4 2021, filed 16 Aug 2024.