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Avantax Advisory Services’s Bank of Hawaii BOH Stock Holding History

Avantax Advisory Services’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
2020
Q4 		– Sell
-16,546
Closed -$837K – 981
2020
Q3 		$837K Buy
+16,546
New +$924K 0.01% 590

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Kayne Anderson Rudnick Investment Management
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State Street
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Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Avantax Advisory Services's BOH Position: Q4 2020 in Review

Avantax Advisory Services sold out of Bank of Hawaii (BOH) in Q4 2020, closing a stake of 16,546 shares — an estimated $837K sold.

Avantax Advisory Services first reported a position in BOH in Q3 2020 and held it in 1 quarter. The position peaked at $837K in Q3 2020. 299 funds tracked by Wall St. Rank hold BOH as of Q4 2020.

  • Avantax Advisory Services reported no remaining Bank of Hawaii position as of Q4 2020 after selling out during the quarter.
  • Avantax Advisory Services sold 16,546 Bank of Hawaii shares in Q4 2020, an estimated $837K.
  • Avantax Advisory Services first reported a position in Bank of Hawaii in Q3 2020 and held it in 1 quarter.
  • Avantax Advisory Services's Bank of Hawaii position peaked at $837K in Q3 2020.
  • 299 funds tracked by Wall St. Rank held Bank of Hawaii as of Q4 2020.

Based on Avantax Advisory Services's 13F filing for Q4 2020, filed 22 Jan 2021.