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Axxcess Wealth Management’s Bank of Hawaii BOH Stock Holding History

Axxcess Wealth Management’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
2023
Q2 		– Sell
-7,444
Closed -$388K – 602
2023
Q1 		$388K Hold
7,444
– – 0.03% 426
2022
Q4 		$577K Hold
7,444
– – 0.05% 328
2022
Q3 		$567K Sell
7,444
-47
-0.6% -$3.69K 0.05% 293
2022
Q2 		$557K Sell
7,491
-535
-7% -$41.2K 0.05% 286
2022
Q1 		$674K Hold
8,026
– – 0.05% 295
2021
Q4 		$672K Buy
+8,026
New +$676K 0.05% 293

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Axxcess Wealth Management's BOH Position: Q2 2023 in Review

Axxcess Wealth Management sold out of Bank of Hawaii (BOH) in Q2 2023, closing a stake of 7,444 shares — an estimated $388K sold.

Axxcess Wealth Management first reported a position in BOH in Q4 2021 and held it in 6 quarters. The position peaked at $674K in Q1 2022. 243 funds tracked by Wall St. Rank hold BOH as of Q2 2023.

  • Axxcess Wealth Management reported no remaining Bank of Hawaii position as of Q2 2023 after selling out during the quarter.
  • Axxcess Wealth Management sold 7,444 Bank of Hawaii shares in Q2 2023, an estimated $388K.
  • Axxcess Wealth Management first reported a position in Bank of Hawaii in Q4 2021 and held it in 6 quarters.
  • Axxcess Wealth Management's Bank of Hawaii position peaked at $674K in Q1 2022.
  • 243 funds tracked by Wall St. Rank held Bank of Hawaii as of Q2 2023.

Based on Axxcess Wealth Management's 13F filing for Q2 2023, filed 8 Aug 2023.