Wipfli Financial Advisors’s Hawaiian Electric Industries HE Stock Holding History

Wipfli Financial Advisors’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
2022 Q3	$155K	Buy	+4,462	New	+$180K	0.01%	536

Other funds holding HE

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

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

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

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

Wipfli Financial Advisors opened a new position in Hawaiian Electric Industries (HE) in Q3 2022: 4,462 shares worth $155K. The stake represents 0.01% of the portfolio and ranks #536 among its holdings.

326 funds tracked by Wall St. Rank hold HE as of Q3 2022.

Wipfli Financial Advisors held 4,462 shares of Hawaiian Electric Industries worth $155K as of Q3 2022.
Hawaiian Electric Industries was a new Wipfli Financial Advisors position in Q3 2022.
Hawaiian Electric Industries made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #536 holding.
326 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q3 2022.

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