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Wealthcare Capital Management’s First Hawaiian FHB Stock Holding History

Wealthcare Capital Management’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
2021
Q2 		– Sell
-63
Closed -$2K – 290
2021
Q1 		$2K Buy
+63
New +$1.69K ﹤0.01% 558

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JP Morgan Chase
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Fuller & Thaler Asset Management
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Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wealthcare Capital Management's FHB Position: Q2 2021 in Review

Wealthcare Capital Management sold out of First Hawaiian (FHB) in Q2 2021, closing a stake of 63 shares — an estimated $2K sold.

Wealthcare Capital Management first reported a position in FHB in Q1 2021 and held it in 1 quarter. The position peaked at $2K in Q1 2021. 230 funds tracked by Wall St. Rank hold FHB as of Q2 2021.

  • Wealthcare Capital Management reported no remaining First Hawaiian position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 63 First Hawaiian shares in Q2 2021, an estimated $2K.
  • Wealthcare Capital Management first reported a position in First Hawaiian in Q1 2021 and held it in 1 quarter.
  • Wealthcare Capital Management's First Hawaiian position peaked at $2K in Q1 2021.
  • 230 funds tracked by Wall St. Rank held First Hawaiian as of Q2 2021.

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