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CSat Investment Advisory’s Bank of Hawaii BOH Stock Holding History

CSat Investment Advisory’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
2020
Q4 		– Sell
-136
Closed -$7K – 579
2020
Q3 		$7K Buy
136
+20
+17% +$1.12K ﹤0.01% 1071
2020
Q2 		$7K Sell
116
-7
-6% -$433 ﹤0.01% 1081
2020
Q1 		$7K Buy
123
+26
+27% +$2.09K ﹤0.01% 971
2019
Q4 		$9K Buy
97
+12
+14% +$1.07K ﹤0.01% 1000
2019
Q3 		$7K Buy
85
+12
+16% +$998 ﹤0.01% 1000
2019
Q2 		$6K Buy
+73
New +$5.87K ﹤0.01% 1014

Other funds holding BOH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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

CSat Investment Advisory's BOH Position: Q4 2020 in Review

CSat Investment Advisory sold out of Bank of Hawaii (BOH) in Q4 2020, closing a stake of 136 shares — an estimated $7K sold.

CSat Investment Advisory first reported a position in BOH in Q2 2019 and held it in 6 quarters. The position peaked at $9K in Q4 2019. 299 funds tracked by Wall St. Rank hold BOH as of Q4 2020.

  • CSat Investment Advisory reported no remaining Bank of Hawaii position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 136 Bank of Hawaii shares in Q4 2020, an estimated $7K.
  • CSat Investment Advisory first reported a position in Bank of Hawaii in Q2 2019 and held it in 6 quarters.
  • CSat Investment Advisory's Bank of Hawaii position peaked at $9K in Q4 2019.
  • 299 funds tracked by Wall St. Rank held Bank of Hawaii as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.