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Buck Wealth Strategies’s Bank of Hawaii BOH Stock Holding History

Buck Wealth Strategies’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
Q1 		– Sell
-4,356
Closed -$316K – 81
2023
Q4 		$316K Buy
4,356
+20
+0.5% +$1.15K 0.12% 57
2023
Q3 		$215K Buy
4,336
+27
+0.6% +$1.39K 0.09% 62
2023
Q2 		$178K Buy
4,309
+29
+0.7% +$1.28K 0.08% 37
2023
Q1 		$223K Buy
+4,280
New +$301K 0.11% 35

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Buck Wealth Strategies's BOH Position: Q1 2024 in Review

Buck Wealth Strategies sold out of Bank of Hawaii (BOH) in Q1 2024, closing a stake of 4,356 shares — an estimated $316K sold.

Buck Wealth Strategies first reported a position in BOH in Q1 2023 and held it in 4 quarters. The position peaked at $316K in Q4 2023. 264 funds tracked by Wall St. Rank hold BOH as of Q1 2024.

  • Buck Wealth Strategies reported no remaining Bank of Hawaii position as of Q1 2024 after selling out during the quarter.
  • Buck Wealth Strategies sold 4,356 Bank of Hawaii shares in Q1 2024, an estimated $316K.
  • Buck Wealth Strategies first reported a position in Bank of Hawaii in Q1 2023 and held it in 4 quarters.
  • Buck Wealth Strategies's Bank of Hawaii position peaked at $316K in Q4 2023.
  • 264 funds tracked by Wall St. Rank held Bank of Hawaii as of Q1 2024.

Based on Buck Wealth Strategies's 13F filing for Q1 2024, filed 3 May 2024.