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Concourse Financial Group Securities’s Bank of Hawaii BOH Stock Holding History

Concourse Financial Group Securities’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
Q3 		– Sell
-28
Closed -$2.32K – 2408
2021
Q2 		$2K Hold
28
– – ﹤0.01% 2167
2021
Q1 		$3K Sell
28
-52
-65% -$4.53K ﹤0.01% 2050
2020
Q4 		$6K Hold
80
– – ﹤0.01% 1833
2020
Q3 		$4K Buy
+80
New +$4.47K ﹤0.01% 1843

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
ACA
Anchor Capital Advisors Boston, Massachusetts $3.51B AUM 16.99% 1-Year Est. Return

Concourse Financial Group Securities's BOH Position: Q3 2021 in Review

Concourse Financial Group Securities sold out of Bank of Hawaii (BOH) in Q3 2021, closing a stake of 28 shares — an estimated $2.32K sold.

Concourse Financial Group Securities first reported a position in BOH in Q3 2020 and held it in 4 quarters. The position peaked at $6K in Q4 2020. 285 funds tracked by Wall St. Rank hold BOH as of Q3 2021.

  • Concourse Financial Group Securities reported no remaining Bank of Hawaii position as of Q3 2021 after selling out during the quarter.
  • Concourse Financial Group Securities sold 28 Bank of Hawaii shares in Q3 2021, an estimated $2.32K.
  • Concourse Financial Group Securities first reported a position in Bank of Hawaii in Q3 2020 and held it in 4 quarters.
  • Concourse Financial Group Securities's Bank of Hawaii position peaked at $6K in Q4 2020.
  • 285 funds tracked by Wall St. Rank held Bank of Hawaii as of Q3 2021.

Based on Concourse Financial Group Securities's 13F filing for Q3 2021, filed 9 Nov 2021.