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Capital Advisors Ltd’s Bank of Hawaii BOH Stock Holding History

Capital Advisors Ltd’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
-32
Closed -$2K – 1303
2023
Q1 		$2K Buy
32
+15
+88% +$1.05K ﹤0.01% 870
2022
Q4 		$1K Buy
+17
New +$1.32K ﹤0.01% 953

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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Capital Advisors Ltd's BOH Position: Q2 2023 in Review

Capital Advisors Ltd sold out of Bank of Hawaii (BOH) in Q2 2023, closing a stake of 32 shares — an estimated $2K sold.

Capital Advisors Ltd first reported a position in BOH in Q4 2022 and held it in 2 quarters. The position peaked at $2K in Q1 2023. 243 funds tracked by Wall St. Rank hold BOH as of Q2 2023.

  • Capital Advisors Ltd reported no remaining Bank of Hawaii position as of Q2 2023 after selling out during the quarter.
  • Capital Advisors Ltd sold 32 Bank of Hawaii shares in Q2 2023, an estimated $2K.
  • Capital Advisors Ltd first reported a position in Bank of Hawaii in Q4 2022 and held it in 2 quarters.
  • Capital Advisors Ltd's Bank of Hawaii position peaked at $2K in Q1 2023.
  • 243 funds tracked by Wall St. Rank held Bank of Hawaii as of Q2 2023.

Based on Capital Advisors Ltd's 13F filing for Q2 2023, filed 26 Jul 2023.