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Atria Wealth Solutions’s Bank of Hawaii BOH Stock Holding History

Atria Wealth Solutions’s Portfolio BOH Stock Details BOH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-11,329
Closed -$648K – 1932
2024
Q2 		$648K Buy
11,329
+102
+0.9% +$5.92K 0.01% 1102
2024
Q1 		$700K Buy
11,227
+92
+0.8% +$5.83K 0.01% 1078
2023
Q4 		$807K Buy
11,135
+1,611
+17% +$92.4K 0.01% 963
2023
Q3 		$473K Sell
9,524
-21
-0.2% -$1.08K 0.01% 1158
2023
Q2 		$394K Buy
9,545
+84
+0.9% +$3.72K 0.01% 1281
2023
Q1 		$493K Buy
9,461
+569
+6% +$40K 0.01% 1144
2022
Q4 		$690K Sell
8,892
-143
-2% -$11.1K 0.01% 933
2022
Q3 		$688K Sell
9,035
-188
-2% -$14.8K 0.01% 865
2022
Q2 		$686K Sell
9,223
-851
-8% -$65.5K 0.01% 848
2022
Q1 		$845K Buy
+10,074
New +$870K 0.01% 801

Other funds holding BOH

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Atria Wealth Solutions's BOH Position: Q3 2024 in Review

Atria Wealth Solutions sold out of Bank of Hawaii (BOH) in Q3 2024, closing a stake of 11,329 shares — an estimated $648K sold.

Atria Wealth Solutions first reported a position in BOH in Q1 2022 and held it in 10 quarters. The position peaked at $845K in Q1 2022. 278 funds tracked by Wall St. Rank hold BOH as of Q3 2024.

  • Atria Wealth Solutions reported no remaining Bank of Hawaii position as of Q3 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 11,329 Bank of Hawaii shares in Q3 2024, an estimated $648K.
  • Atria Wealth Solutions first reported a position in Bank of Hawaii in Q1 2022 and held it in 10 quarters.
  • Atria Wealth Solutions's Bank of Hawaii position peaked at $845K in Q1 2022.
  • 278 funds tracked by Wall St. Rank held Bank of Hawaii as of Q3 2024.

Based on Atria Wealth Solutions's 13F filing for Q3 2024, filed 8 Nov 2024.