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Cary Street Partners Investment Advisory’s Bank of Hawaii BOH Stock Holding History

Cary Street Partners Investment Advisory’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
-50
Closed -$2.6K – 1752
2023
Q1 		$2.6K Hold
50
– – ﹤0.01% 1463
2022
Q4 		$3.88K Buy
+50
New +$3.88K ﹤0.01% 1390

Other funds holding BOH

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Vanguard Group
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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $178B AUM 37.23% 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

Cary Street Partners Investment Advisory's BOH Position: Q2 2023 in Review

Cary Street Partners Investment Advisory sold out of Bank of Hawaii (BOH) in Q2 2023, closing a stake of 50 shares — an estimated $2.6K sold.

Cary Street Partners Investment Advisory first reported a position in BOH in Q4 2022 and held it in 2 quarters. The position peaked at $3.88K in Q4 2022. 243 funds tracked by Wall St. Rank hold BOH as of Q2 2023.

  • Cary Street Partners Investment Advisory reported no remaining Bank of Hawaii position as of Q2 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 50 Bank of Hawaii shares in Q2 2023, an estimated $2.6K.
  • Cary Street Partners Investment Advisory first reported a position in Bank of Hawaii in Q4 2022 and held it in 2 quarters.
  • Cary Street Partners Investment Advisory's Bank of Hawaii position peaked at $3.88K in Q4 2022.
  • 243 funds tracked by Wall St. Rank held Bank of Hawaii as of Q2 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2023, filed 10 Aug 2023.