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TFC Financial Management’s First Hawaiian FHB Stock Holding History

TFC Financial Management’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
-10
Closed -$207 – 674
2023
Q1 		$207 Buy
+10
New +$252 ﹤0.01% 655

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American Century Companies
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Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
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AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

TFC Financial Management's FHB Position: Q2 2023 in Review

TFC Financial Management sold out of First Hawaiian (FHB) in Q2 2023, closing a stake of 10 shares — an estimated $207 sold.

TFC Financial Management first reported a position in FHB in Q1 2023 and held it in 1 quarter. The position peaked at $207 in Q1 2023. 229 funds tracked by Wall St. Rank hold FHB as of Q2 2023.

  • TFC Financial Management reported no remaining First Hawaiian position as of Q2 2023 after selling out during the quarter.
  • TFC Financial Management sold 10 First Hawaiian shares in Q2 2023, an estimated $207.
  • TFC Financial Management first reported a position in First Hawaiian in Q1 2023 and held it in 1 quarter.
  • TFC Financial Management's First Hawaiian position peaked at $207 in Q1 2023.
  • 229 funds tracked by Wall St. Rank held First Hawaiian as of Q2 2023.

Based on TFC Financial Management's 13F filing for Q2 2023, filed 7 Aug 2023.