BPA
BOH icon

Beacon Pointe Advisors’s Bank of Hawaii BOH Stock Holding History

Beacon Pointe 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
2021
Q1 		– Sell
-5,034
Closed -$386K – 538
2020
Q4 		$386K Buy
5,034
+34
+0.7% +$2.33K 0.03% 321
2020
Q3 		$253K Sell
5,000
-34
-0.7% -$1.9K 0.02% 326
2020
Q2 		$309K Buy
+5,034
New +$311K 0.03% 296

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
ACA
Anchor Capital Advisors Boston, Massachusetts $3.51B AUM 16.99% 1-Year Est. Return

Beacon Pointe Advisors's BOH Position: Q1 2021 in Review

Beacon Pointe Advisors sold out of Bank of Hawaii (BOH) in Q1 2021, closing a stake of 5,034 shares — an estimated $386K sold.

Beacon Pointe Advisors first reported a position in BOH in Q2 2020 and held it in 3 quarters. The position peaked at $386K in Q4 2020. 301 funds tracked by Wall St. Rank hold BOH as of Q1 2021.

  • Beacon Pointe Advisors reported no remaining Bank of Hawaii position as of Q1 2021 after selling out during the quarter.
  • Beacon Pointe Advisors sold 5,034 Bank of Hawaii shares in Q1 2021, an estimated $386K.
  • Beacon Pointe Advisors first reported a position in Bank of Hawaii in Q2 2020 and held it in 3 quarters.
  • Beacon Pointe Advisors's Bank of Hawaii position peaked at $386K in Q4 2020.
  • 301 funds tracked by Wall St. Rank held Bank of Hawaii as of Q1 2021.

Based on Beacon Pointe Advisors's 13F filing for Q1 2021, filed 18 May 2021.