CM Wealth Advisors’s Bank of Hawaii BOH Stock Holding History

CM Wealth Advisors’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	-4,788	Closed	-$225K	–	196
2023 Q1	$225K	Buy	+4,788	New	+$336K	0.04%	354

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

CM Wealth Advisors's BOH Position: Q2 2023 in Review

CM Wealth Advisors sold out of Bank of Hawaii (BOH) in Q2 2023, closing a stake of 4,788 shares — an estimated $225K sold.

CM Wealth Advisors first reported a position in BOH in Q1 2023 and held it in 1 quarter. The position peaked at $225K in Q1 2023. 243 funds tracked by Wall St. Rank hold BOH as of Q2 2023.

CM Wealth Advisors reported no remaining Bank of Hawaii position as of Q2 2023 after selling out during the quarter.
CM Wealth Advisors sold 4,788 Bank of Hawaii shares in Q2 2023, an estimated $225K.
CM Wealth Advisors first reported a position in Bank of Hawaii in Q1 2023 and held it in 1 quarter.
CM Wealth Advisors's Bank of Hawaii position peaked at $225K in Q1 2023.
243 funds tracked by Wall St. Rank held Bank of Hawaii as of Q2 2023.

Based on CM Wealth Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.