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Dynamic Advisor Solutions’s Bank of Hawaii BOH Stock Holding History

Dynamic Advisor Solutions’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
Q4 		– Sell
-2,803
Closed -$230K – 726
2021
Q3 		$230K Buy
2,803
+106
+4% +$8.78K 0.02% 655
2021
Q2 		$227K Buy
+2,697
New +$242K 0.02% 634

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dynamic Advisor Solutions's BOH Position: Q4 2021 in Review

Dynamic Advisor Solutions sold out of Bank of Hawaii (BOH) in Q4 2021, closing a stake of 2,803 shares — an estimated $230K sold.

Dynamic Advisor Solutions first reported a position in BOH in Q2 2021 and held it in 2 quarters. The position peaked at $230K in Q3 2021. 296 funds tracked by Wall St. Rank hold BOH as of Q4 2021.

  • Dynamic Advisor Solutions reported no remaining Bank of Hawaii position as of Q4 2021 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 2,803 Bank of Hawaii shares in Q4 2021, an estimated $230K.
  • Dynamic Advisor Solutions first reported a position in Bank of Hawaii in Q2 2021 and held it in 2 quarters.
  • Dynamic Advisor Solutions's Bank of Hawaii position peaked at $230K in Q3 2021.
  • 296 funds tracked by Wall St. Rank held Bank of Hawaii as of Q4 2021.

Based on Dynamic Advisor Solutions's 13F filing for Q4 2021, filed 26 Jan 2022.