WFA
HA

Wipfli Financial Advisors’s Hawaiian Holdings, Inc. HA Stock Holding History

Wipfli Financial 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
2022
Q3 		$25K Buy
+1,880
New +$28.7K ﹤0.01% 1481

Other funds holding HA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TC
Towle & Co Denver, Colorado $257M AUM 73.13% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TAM
Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wipfli Financial Advisors's HA Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Hawaiian Holdings, Inc. (HA) in Q3 2022: 1,880 shares worth $25K. The stake represents ﹤0.01% of the portfolio and ranks #1481 among its holdings.

186 funds tracked by Wall St. Rank hold HA as of Q3 2022.

  • Wipfli Financial Advisors held 1,880 shares of Hawaiian Holdings, Inc. worth $25K as of Q3 2022.
  • Hawaiian Holdings, Inc. was a new Wipfli Financial Advisors position in Q3 2022.
  • Hawaiian Holdings, Inc. made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1481 holding.
  • 186 funds tracked by Wall St. Rank held Hawaiian Holdings, Inc. as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.