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TFO Wealth Partners’s Hawaiian Electric Industries HE Stock Holding History

TFO Wealth Partners’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
2024
Q2 		– Sell
-1
Closed -$11 – 359
2024
Q1 		$11 Hold
1
– – ﹤0.01% 782
2023
Q4 		$14 Hold
1
– – ﹤0.01% 925
2023
Q3 		$36 Hold
1
– – ﹤0.01% 1060
2023
Q2 		$36 Hold
1
– – ﹤0.01% 782
2023
Q1 		$38 Sell
1
-44
-98% -$1.78K ﹤0.01% 761
2022
Q4 		$3.41K Buy
+45
New +$1.74K ﹤0.01% 202

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

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

TFO Wealth Partners sold out of Hawaiian Electric Industries (HE) in Q2 2024, closing a stake of 1 share — an estimated $11 sold.

TFO Wealth Partners first reported a position in HE in Q4 2022 and held it in 6 quarters. The position peaked at $3.41K in Q4 2022. 277 funds tracked by Wall St. Rank hold HE as of Q2 2024.

  • TFO Wealth Partners reported no remaining Hawaiian Electric Industries position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 1 Hawaiian Electric Industries share in Q2 2024, an estimated $11.
  • TFO Wealth Partners first reported a position in Hawaiian Electric Industries in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Hawaiian Electric Industries position peaked at $3.41K in Q4 2022.
  • 277 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2024.

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