Wetzel Investment Advisors’s Hawaiian Holdings, Inc. HA Stock Holding History

Wetzel Investment Advisors’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	-$167K	–	944
2024 Q2	$167K	Hold	12,500	–	–	0.1%	133
2024 Q1	$162K	Buy	12,500 +3,000	+32%	+$41.7K	0.1%	133
2023 Q4	$135K	Buy	+9,500	New	+$70.5K	0.08%	148

Other funds holding HA

BTI

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

Wetzel Investment Advisors's HA Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Hawaiian Holdings, Inc. (HA) in Q3 2024, closing a stake of 12,500 shares — an estimated $167K sold.

Wetzel Investment Advisors first reported a position in HA in Q4 2023 and held it in 3 quarters. The position peaked at $167K in Q2 2024. 1 fund tracked by Wall St. Rank holds HA as of Q3 2024.

Wetzel Investment Advisors reported no remaining Hawaiian Holdings, Inc. position as of Q3 2024 after selling out during the quarter.
Wetzel Investment Advisors sold 12,500 Hawaiian Holdings, Inc. shares in Q3 2024, an estimated $167K.
Wetzel Investment Advisors first reported a position in Hawaiian Holdings, Inc. in Q4 2023 and held it in 3 quarters.
Wetzel Investment Advisors's Hawaiian Holdings, Inc. position peaked at $167K in Q2 2024.
1 fund tracked by Wall St. Rank held Hawaiian Holdings, Inc. as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.