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

Baystate 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 Q4	$897	Hold	12	–	–	﹤0.01%	1159
2023 Q3	$609	Hold	12	–	–	﹤0.01%	925
2023 Q2	$498	Buy	12 +1	+9%	+$44	﹤0.01%	974
2023 Q1	$620	Hold	11	–	–	﹤0.01%	965
2022 Q4	$1K	Hold	11	–	–	﹤0.01%	839
2022 Q3	$1K	Hold	11	–	–	﹤0.01%	791
2022 Q2	$1K	Hold	11	–	–	﹤0.01%	816
2022 Q1	$1K	Hold	11	–	–	﹤0.01%	806
2021 Q4	$1K	Hold	11	–	–	﹤0.01%	806
2021 Q3	$1K	Hold	11	–	–	﹤0.01%	732
2021 Q2	$1K	Hold	11	–	–	﹤0.01%	702
2021 Q1	$1K	Buy	11 +1	+10%	+$87	﹤0.01%	633
2020 Q4	$1K	Sell	10 -1	-9%	-$68	﹤0.01%	603
2020 Q3	$1K	Buy	11 +1	+10%	+$56	﹤0.01%	570
2020 Q2	$1K	Sell	10 -1	-9%	-$62	﹤0.01%	586
2020 Q1	$1K	Hold	11	–	–	﹤0.01%	536
2019 Q4	$1K	Buy	11 +1	+10%	+$89	﹤0.01%	558
2019 Q3	$1K	Hold	10	–	–	﹤0.01%	513
2019 Q2	$1K	Hold	10	–	–	﹤0.01%	538
2019 Q1	$1K	Hold	10	–	–	﹤0.01%	549
2018 Q4	$1K	Hold	10	–	–	﹤0.01%	554
2018 Q3	$1K	Hold	10	–	–	﹤0.01%	570
2018 Q2	$1K	Hold	10	–	–	﹤0.01%	589
2018 Q1	$1K	Hold	10	–	–	﹤0.01%	548
2017 Q4	$1K	Hold	10	–	–	﹤0.01%	552
2017 Q3	$1K	Hold	10	–	–	﹤0.01%	536
2017 Q2	$1K	Hold	10	–	–	﹤0.01%	553
2017 Q1	$1K	Buy	+10	New	+$850	﹤0.01%	517

Other funds holding BOH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Baystate Wealth Management's BOH Position: Q4 2023 in Review

Baystate Wealth Management held its Bank of Hawaii (BOH) position steady in Q4 2023 at 12 shares worth $897. The position accounts for ﹤0.01% of the portfolio, ranked #1159.

Baystate Wealth Management first reported a position in BOH in Q1 2017 and has held it in 28 quarters since. The position peaked at $1K in Q4 2022. 266 funds tracked by Wall St. Rank hold BOH as of Q4 2023.

Baystate Wealth Management held 12 shares of Bank of Hawaii worth $897 as of Q4 2023.
Baystate Wealth Management left its Bank of Hawaii share count unchanged in Q4 2023.
Bank of Hawaii made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #1159 holding.
Baystate Wealth Management first reported a position in Bank of Hawaii in Q1 2017 and has held it in 28 quarters since.
Baystate Wealth Management's Bank of Hawaii position peaked at $1K in Q4 2022.
266 funds tracked by Wall St. Rank held Bank of Hawaii as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.