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Coury Firm Asset Management’s Bank of Hawaii BOH Stock Holding History

Coury Firm Asset Management’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
Q1 		– Sell
-3,464
Closed -$269K – 56
2022
Q4 		$269K Buy
3,464
+32
+0.9% +$2.48K 0.4% 37
2022
Q3 		$261K Buy
3,432
+30
+0.9% +$2.36K 0.39% 36
2022
Q2 		$253K Buy
3,402
+32
+0.9% +$2.46K 0.34% 40
2022
Q1 		$283K Buy
3,370
+52
+2% +$4.49K 0.25% 49
2021
Q4 		$278K Buy
+3,318
New +$279K 0.21% 48

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Coury Firm Asset Management's BOH Position: Q1 2023 in Review

Coury Firm Asset Management sold out of Bank of Hawaii (BOH) in Q1 2023, closing a stake of 3,464 shares — an estimated $269K sold.

Coury Firm Asset Management first reported a position in BOH in Q4 2021 and held it in 5 quarters. The position peaked at $283K in Q1 2022. 278 funds tracked by Wall St. Rank hold BOH as of Q1 2023.

  • Coury Firm Asset Management reported no remaining Bank of Hawaii position as of Q1 2023 after selling out during the quarter.
  • Coury Firm Asset Management sold 3,464 Bank of Hawaii shares in Q1 2023, an estimated $269K.
  • Coury Firm Asset Management first reported a position in Bank of Hawaii in Q4 2021 and held it in 5 quarters.
  • Coury Firm Asset Management's Bank of Hawaii position peaked at $283K in Q1 2022.
  • 278 funds tracked by Wall St. Rank held Bank of Hawaii as of Q1 2023.

Based on Coury Firm Asset Management's 13F filing for Q1 2023, filed 9 May 2023.