Carolinas Wealth Consulting’s Bank of Hawaii BOH Stock Holding History

Carolinas Wealth Consulting’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 Q3	–	Sell	-166	Closed	-$6.84K	–	1027
2023 Q2	$6.84K	Hold	166	–	–	﹤0.01%	641
2023 Q1	$8.64K	Hold	166	–	–	﹤0.01%	629
2022 Q4	$12.9K	Sell	166 -3	-2%	-$233	﹤0.01%	576
2022 Q3	$13K	Hold	169	–	–	﹤0.01%	515
2022 Q2	$13K	Hold	169	–	–	﹤0.01%	528
2022 Q1	$14K	Hold	169	–	–	﹤0.01%	548
2021 Q4	$14K	Hold	169	–	–	﹤0.01%	559
2021 Q3	$14K	Hold	169	–	–	﹤0.01%	534
2021 Q2	$14K	Hold	169	–	–	﹤0.01%	560
2021 Q1	$15K	Buy	169 +51	+43%	+$4.44K	﹤0.01%	560
2020 Q4	$9K	Hold	118	–	–	﹤0.01%	584
2020 Q3	$6K	Buy	118 +67	+131%	+$3.74K	﹤0.01%	536
2020 Q2	$3K	Buy	+51	New	+$3.15K	﹤0.01%	439

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

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

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

Carolinas Wealth Consulting's BOH Position: Q3 2023 in Review

Carolinas Wealth Consulting sold out of Bank of Hawaii (BOH) in Q3 2023, closing a stake of 166 shares — an estimated $6.84K sold.

Carolinas Wealth Consulting first reported a position in BOH in Q2 2020 and held it in 13 quarters. The position peaked at $15K in Q1 2021. 247 funds tracked by Wall St. Rank hold BOH as of Q3 2023.

Carolinas Wealth Consulting reported no remaining Bank of Hawaii position as of Q3 2023 after selling out during the quarter.
Carolinas Wealth Consulting sold 166 Bank of Hawaii shares in Q3 2023, an estimated $6.84K.
Carolinas Wealth Consulting first reported a position in Bank of Hawaii in Q2 2020 and held it in 13 quarters.
Carolinas Wealth Consulting's Bank of Hawaii position peaked at $15K in Q1 2021.
247 funds tracked by Wall St. Rank held Bank of Hawaii as of Q3 2023.

Based on Carolinas Wealth Consulting's 13F filing for Q3 2023, filed 14 Nov 2023.