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B. Riley Wealth Advisors’s Bank of Hawaii BOH Stock Holding History

B. Riley Wealth Advisors’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
Q2 		– Sell
-4,538
Closed -$226K – 1411
2024
Q1 		$226K Buy
+4,538
New +$288K 0.01% 1200
2023
Q4 		– Sell
-4,538
Closed -$226K – 1407
2023
Q3 		$226K Sell
4,538
-14,446
-76% -$743K 0.01% 1200
2023
Q2 		$783K Buy
18,984
+12,022
+173% +$532K 0.02% 661
2023
Q1 		$363K Buy
+6,962
New +$489K 0.01% 963
2014
Q1 		– Sell
-14,649
Closed -$866K – 758
2013
Q4 		$866K Sell
14,649
-1,514
-9% -$87.1K 0.28% 82
2013
Q3 		$880K Buy
16,163
+350
+2% +$18.9K 0.3% 74
2013
Q2 		$796K Buy
+15,813
New +$778K 0.27% 82

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
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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

B. Riley Wealth Advisors's BOH Position: Q2 2024 in Review

B. Riley Wealth Advisors sold out of Bank of Hawaii (BOH) in Q2 2024, closing a stake of 4,538 shares — an estimated $226K sold.

B. Riley Wealth Advisors first reported a position in BOH in Q2 2013 and held it in 7 quarters. The position peaked at $880K in Q3 2013. 264 funds tracked by Wall St. Rank hold BOH as of Q2 2024.

  • B. Riley Wealth Advisors reported no remaining Bank of Hawaii position as of Q2 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 4,538 Bank of Hawaii shares in Q2 2024, an estimated $226K.
  • B. Riley Wealth Advisors first reported a position in Bank of Hawaii in Q2 2013 and held it in 7 quarters.
  • B. Riley Wealth Advisors's Bank of Hawaii position peaked at $880K in Q3 2013.
  • 264 funds tracked by Wall St. Rank held Bank of Hawaii as of Q2 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2024, filed 19 Aug 2024.