WP
HE icon

WealthPLAN Partners’s Hawaiian Electric Industries HE Stock Holding History

WealthPLAN 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
2023
Q3 		– Sell
-265
Closed -$9.61K – 646
2023
Q2 		$9.61K Buy
265
+2
+0.8% +$75 ﹤0.01% 798
2023
Q1 		$10.1K Buy
+263
New +$10.7K ﹤0.01% 859

Other funds holding HE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WealthPLAN Partners's HE Position: Q3 2023 in Review

WealthPLAN Partners sold out of Hawaiian Electric Industries (HE) in Q3 2023, closing a stake of 265 shares — an estimated $9.61K sold.

WealthPLAN Partners first reported a position in HE in Q1 2023 and held it in 2 quarters. The position peaked at $10.1K in Q1 2023. 275 funds tracked by Wall St. Rank hold HE as of Q3 2023.

  • WealthPLAN Partners reported no remaining Hawaiian Electric Industries position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 265 Hawaiian Electric Industries shares in Q3 2023, an estimated $9.61K.
  • WealthPLAN Partners first reported a position in Hawaiian Electric Industries in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's Hawaiian Electric Industries position peaked at $10.1K in Q1 2023.
  • 275 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.