Wealth Advisory Solutions’s Hawaiian Electric Industries HE Stock Holding History

Wealth Advisory Solutions’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
2023 Q1	–	Sell	-49,947	Closed	-$2.09M	–	133
2022 Q4	$2.09M	Sell	49,947 -885	-2%	-$34.2K	0.56%	48
2022 Q3	$1.76M	Buy	50,832 +165	+0.3%	+$6.64K	0.49%	57
2022 Q2	$2.07M	Buy	50,667 +7,319	+17%	+$308K	0.51%	59
2022 Q1	$1.83M	Buy	+43,348	New	+$1.81M	0.38%	68
2021 Q3	$1.07M	Sell	26,134 -3,802	-13%	-$163K	0.24%	83
2021 Q2	$1.27M	Sell	29,936 -877	-3%	-$38K	0.3%	81
2021 Q1	$1K	Buy	+30,813	New	+$1.13M	﹤0.01%	124

Other funds holding HE

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

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

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Wealth Advisory Solutions's HE Position: Q1 2023 in Review

Wealth Advisory Solutions sold out of Hawaiian Electric Industries (HE) in Q1 2023, closing a stake of 49,947 shares — an estimated $2.09M sold.

Wealth Advisory Solutions first reported a position in HE in Q1 2021 and held it in 7 quarters. The position peaked at $2.09M in Q4 2022. 329 funds tracked by Wall St. Rank hold HE as of Q1 2023.

Wealth Advisory Solutions reported no remaining Hawaiian Electric Industries position as of Q1 2023 after selling out during the quarter.
Wealth Advisory Solutions sold 49,947 Hawaiian Electric Industries shares in Q1 2023, an estimated $2.09M.
Wealth Advisory Solutions first reported a position in Hawaiian Electric Industries in Q1 2021 and held it in 7 quarters.
Wealth Advisory Solutions's Hawaiian Electric Industries position peaked at $2.09M in Q4 2022.
329 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q1 2023.

Based on Wealth Advisory Solutions's 13F filing for Q1 2023, filed 15 May 2023.