Wealth Effects’s Hawaiian Holdings, Inc. HA Stock Holding History

Wealth Effects’s Portfolio HA Stock Details HA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-12,500	Closed	-$155K	–	227
2024 Q2	$155K	Sell	12,500 -2,000	-14%	-$26.1K	0.06%	194
2024 Q1	$193K	Hold	14,500	–	–	0.07%	200
2023 Q4	$206K	Sell	14,500 -500	-3%	-$3.71K	0.08%	204
2023 Q3	$95K	Buy	15,000 +1,500	+11%	+$14.2K	0.05%	183
2023 Q2	$145K	Buy	13,500 +1,000	+8%	+$8.66K	0.06%	185
2023 Q1	$115K	Buy	+12,500	New	+$132K	0.06%	184

Other funds holding HA

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Wealth Effects's HA Position: Q3 2024 in Review

Wealth Effects sold out of Hawaiian Holdings, Inc. (HA) in Q3 2024, closing a stake of 12,500 shares — an estimated $155K sold.

Wealth Effects first reported a position in HA in Q1 2023 and held it in 6 quarters. The position peaked at $206K in Q4 2023. 1 fund tracked by Wall St. Rank holds HA as of Q3 2024.

Wealth Effects reported no remaining Hawaiian Holdings, Inc. position as of Q3 2024 after selling out during the quarter.
Wealth Effects sold 12,500 Hawaiian Holdings, Inc. shares in Q3 2024, an estimated $155K.
Wealth Effects first reported a position in Hawaiian Holdings, Inc. in Q1 2023 and held it in 6 quarters.
Wealth Effects's Hawaiian Holdings, Inc. position peaked at $206K in Q4 2023.
1 fund tracked by Wall St. Rank held Hawaiian Holdings, Inc. as of Q3 2024.

Based on Wealth Effects's 13F filing for Q3 2024, filed 21 Oct 2024.