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Bartlett & Co Wealth Management’s Bank of Hawaii BOH Stock Holding History

Bartlett & Co 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
2022
Q3 		– Sell
-213
Closed -$15.8K – 1190
2022
Q2 		$15.8K Buy
+213
New +$16.4K ﹤0.01% 780

Other funds holding BOH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Bartlett & Co Wealth Management's BOH Position: Q3 2022 in Review

Bartlett & Co Wealth Management sold out of Bank of Hawaii (BOH) in Q3 2022, closing a stake of 213 shares — an estimated $15.8K sold.

Bartlett & Co Wealth Management first reported a position in BOH in Q2 2022 and held it in 1 quarter. The position peaked at $15.8K in Q2 2022. 313 funds tracked by Wall St. Rank hold BOH as of Q3 2022.

  • Bartlett & Co Wealth Management reported no remaining Bank of Hawaii position as of Q3 2022 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 213 Bank of Hawaii shares in Q3 2022, an estimated $15.8K.
  • Bartlett & Co Wealth Management first reported a position in Bank of Hawaii in Q2 2022 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's Bank of Hawaii position peaked at $15.8K in Q2 2022.
  • 313 funds tracked by Wall St. Rank held Bank of Hawaii as of Q3 2022.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2022, filed 14 Feb 2024.