TWP
FHB icon

TFO Wealth Partners’s First Hawaiian FHB Stock Holding History

TFO Wealth Partners’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
2024
Q2 		– Sell
-5
Closed -$110 – 299
2024
Q1 		$110 Hold
5
– – ﹤0.01% 622
2023
Q4 		$114 Hold
5
– – ﹤0.01% 777
2023
Q3 		$90 Hold
5
– – ﹤0.01% 987
2023
Q2 		$90 Hold
5
– – ﹤0.01% 684
2023
Q1 		$103 Buy
5
+4
+400% +$101 ﹤0.01% 637
2022
Q4 		$758 Buy
+1
New +$26 ﹤0.01% 414

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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

TFO Wealth Partners's FHB Position: Q2 2024 in Review

TFO Wealth Partners sold out of First Hawaiian (FHB) in Q2 2024, closing a stake of 5 shares — an estimated $110 sold.

TFO Wealth Partners first reported a position in FHB in Q4 2022 and held it in 6 quarters. The position peaked at $758 in Q4 2022. 231 funds tracked by Wall St. Rank hold FHB as of Q2 2024.

  • TFO Wealth Partners reported no remaining First Hawaiian position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 5 First Hawaiian shares in Q2 2024, an estimated $110.
  • TFO Wealth Partners first reported a position in First Hawaiian in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's First Hawaiian position peaked at $758 in Q4 2022.
  • 231 funds tracked by Wall St. Rank held First Hawaiian as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.