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Concord Wealth Partners’s Bank of Hawaii BOH Stock Holding History

Concord Wealth Partners’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
2022
Q3 		– Sell
-117
Closed -$9K – 274
2022
Q2 		$9K Buy
117
+64
+121% +$4.93K ﹤0.01% 696
2022
Q1 		$4K Sell
53
-42
-44% -$3.63K ﹤0.01% 942
2021
Q4 		$8K Buy
95
+53
+126% +$4.46K ﹤0.01% 832
2021
Q3 		$3K Sell
42
-26
-38% -$2.15K ﹤0.01% 667
2021
Q2 		$6K Buy
68
+32
+89% +$2.87K ﹤0.01% 699
2021
Q1 		$3K Buy
+36
New +$3.13K ﹤0.01% 747

Other funds holding BOH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Concord Wealth Partners's BOH Position: Q3 2022 in Review

Concord Wealth Partners sold out of Bank of Hawaii (BOH) in Q3 2022, closing a stake of 117 shares — an estimated $9K sold.

Concord Wealth Partners first reported a position in BOH in Q1 2021 and held it in 6 quarters. The position peaked at $9K in Q2 2022. 313 funds tracked by Wall St. Rank hold BOH as of Q3 2022.

  • Concord Wealth Partners reported no remaining Bank of Hawaii position as of Q3 2022 after selling out during the quarter.
  • Concord Wealth Partners sold 117 Bank of Hawaii shares in Q3 2022, an estimated $9K.
  • Concord Wealth Partners first reported a position in Bank of Hawaii in Q1 2021 and held it in 6 quarters.
  • Concord Wealth Partners's Bank of Hawaii position peaked at $9K in Q2 2022.
  • 313 funds tracked by Wall St. Rank held Bank of Hawaii as of Q3 2022.

Based on Concord Wealth Partners's 13F filing for Q3 2022, filed 10 Nov 2022.