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

BerganKDV 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	-18	Closed	-$955	–	891
2023 Q1	$955	Sell	18 -6	-25%	-$421	﹤0.01%	907
2022 Q4	$1.89K	Sell	24 -8	-25%	-$620	﹤0.01%	808
2022 Q3	$2K	Hold	32	–	–	﹤0.01%	789
2022 Q2	$2K	Hold	32	–	–	﹤0.01%	809
2022 Q1	$3K	Hold	32	–	–	﹤0.01%	788
2021 Q4	$3K	Hold	32	–	–	﹤0.01%	847
2021 Q3	$3K	Buy	32 +1	+3%	+$83	﹤0.01%	806
2021 Q2	$3K	Hold	31	–	–	﹤0.01%	753
2021 Q1	$3K	Hold	31	–	–	﹤0.01%	723
2020 Q4	$2K	Hold	31	–	–	﹤0.01%	761
2020 Q3	$2K	Buy	+31	New	+$1.73K	﹤0.01%	686

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

BerganKDV Wealth Management sold out of Bank of Hawaii (BOH) in Q2 2023, closing a stake of 18 shares — an estimated $955 sold.

BerganKDV Wealth Management first reported a position in BOH in Q3 2020 and held it in 11 quarters. The position peaked at $3K in Q1 2022. 243 funds tracked by Wall St. Rank hold BOH as of Q2 2023.

BerganKDV Wealth Management reported no remaining Bank of Hawaii position as of Q2 2023 after selling out during the quarter.
BerganKDV Wealth Management sold 18 Bank of Hawaii shares in Q2 2023, an estimated $955.
BerganKDV Wealth Management first reported a position in Bank of Hawaii in Q3 2020 and held it in 11 quarters.
BerganKDV Wealth Management's Bank of Hawaii position peaked at $3K in Q1 2022.
243 funds tracked by Wall St. Rank held Bank of Hawaii as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.