Carroll Financial Associates’s Bank of Hawaii BOH Stock Holding History

Carroll Financial Associates’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 Q4	$6K	Hold	79	–	–	﹤0.01%	1283
2021 Q3	$6K	Hold	79	–	–	﹤0.01%	1335
2021 Q2	$6K	Hold	79	–	–	﹤0.01%	1392
2021 Q1	$7K	Hold	79	–	–	﹤0.01%	1288
2020 Q4	$6K	Hold	79	–	–	﹤0.01%	1217
2020 Q3	$3K	Hold	79	–	–	﹤0.01%	1261
2020 Q2	$4K	Hold	79	–	–	﹤0.01%	1226
2020 Q1	$4K	Hold	79	–	–	﹤0.01%	1162
2019 Q4	$7K	Hold	79	–	–	﹤0.01%	1161
2019 Q3	$6K	Hold	79	–	–	﹤0.01%	1139
2019 Q2	$6K	Buy	+79	New	+$6.36K	﹤0.01%	1142

Other funds holding BOH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Carroll Financial Associates's BOH Position: Q4 2021 in Review

Carroll Financial Associates held its Bank of Hawaii (BOH) position steady in Q4 2021 at 79 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #1283.

Carroll Financial Associates first reported a position in BOH in Q2 2019 and has held it in 11 quarters since. The position peaked at $7K in Q1 2021. 296 funds tracked by Wall St. Rank hold BOH as of Q4 2021.

Carroll Financial Associates held 79 shares of Bank of Hawaii worth $6K as of Q4 2021.
Carroll Financial Associates left its Bank of Hawaii share count unchanged in Q4 2021.
Bank of Hawaii made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #1283 holding.
Carroll Financial Associates first reported a position in Bank of Hawaii in Q2 2019 and has held it in 11 quarters since.
Carroll Financial Associates's Bank of Hawaii position peaked at $7K in Q1 2021.
296 funds tracked by Wall St. Rank held Bank of Hawaii as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.