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CreativeOne Wealth’s Bank of Hawaii BOH Stock Holding History

CreativeOne Wealth’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
-3,200
Closed -$248K – 793
2022
Q4 		$248K Hold
3,200
– – 0.01% 639
2022
Q3 		$244K Hold
3,200
– – 0.01% 616
2022
Q2 		$238K Hold
3,200
– – 0.01% 623
2022
Q1 		$269K Hold
3,200
– – 0.01% 612
2021
Q4 		$268K Sell
3,200
-34
-1% -$2.86K 0.01% 621
2021
Q3 		$266K Sell
3,234
-22
-0.7% -$1.82K 0.02% 590
2021
Q2 		$274K Buy
3,256
+56
+2% +$5.02K 0.02% 560
2021
Q1 		$286K Hold
3,200
– – 0.02% 458
2020
Q4 		$245K Buy
+3,200
New +$219K 0.02% 431

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

CreativeOne Wealth's BOH Position: Q1 2023 in Review

CreativeOne Wealth sold out of Bank of Hawaii (BOH) in Q1 2023, closing a stake of 3,200 shares — an estimated $248K sold.

CreativeOne Wealth first reported a position in BOH in Q4 2020 and held it in 9 quarters. The position peaked at $286K in Q1 2021. 278 funds tracked by Wall St. Rank hold BOH as of Q1 2023.

  • CreativeOne Wealth reported no remaining Bank of Hawaii position as of Q1 2023 after selling out during the quarter.
  • CreativeOne Wealth sold 3,200 Bank of Hawaii shares in Q1 2023, an estimated $248K.
  • CreativeOne Wealth first reported a position in Bank of Hawaii in Q4 2020 and held it in 9 quarters.
  • CreativeOne Wealth's Bank of Hawaii position peaked at $286K in Q1 2021.
  • 278 funds tracked by Wall St. Rank held Bank of Hawaii as of Q1 2023.

Based on CreativeOne Wealth's 13F filing for Q1 2023, filed 15 May 2023.