Wealthcare Advisory Partners’s Hawaiian Holdings, Inc. HA Stock Holding History

Wealthcare Advisory Partners’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
2021 Q2	–	Sell	-500	Closed	-$13K	–	1964
2021 Q1	$13K	Buy	+500	New	+$11.8K	﹤0.01%	1376
2020 Q2	–	Sell	-575	Closed	-$6K	–	1425
2020 Q1	$6K	Hold	575	–	–	﹤0.01%	1079
2019 Q4	$17K	Hold	575	–	–	﹤0.01%	820
2019 Q3	$15K	Buy	575 +75	+15%	+$1.97K	﹤0.01%	835
2019 Q2	$14K	Hold	500	–	–	﹤0.01%	832
2019 Q1	$13K	Buy	+500	New	+$14.5K	﹤0.01%	763

Other funds holding HA

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

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

USGIU

U.S. Global Investors (USGI) San Antonio, Texas $858M AUM 47.1% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

TAM

Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return

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

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

Wealthcare Advisory Partners's HA Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Hawaiian Holdings, Inc. (HA) in Q2 2021, closing a stake of 500 shares — an estimated $13K sold.

Wealthcare Advisory Partners first reported a position in HA in Q1 2019 and held it in 6 quarters. The position peaked at $17K in Q4 2019. 188 funds tracked by Wall St. Rank hold HA as of Q2 2021.

Wealthcare Advisory Partners reported no remaining Hawaiian Holdings, Inc. position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 500 Hawaiian Holdings, Inc. shares in Q2 2021, an estimated $13K.
Wealthcare Advisory Partners first reported a position in Hawaiian Holdings, Inc. in Q1 2019 and held it in 6 quarters.
Wealthcare Advisory Partners's Hawaiian Holdings, Inc. position peaked at $17K in Q4 2019.
188 funds tracked by Wall St. Rank held Hawaiian Holdings, Inc. as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.