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Fiduciary Planning’s Bank of Hawaii BOH Stock Holding History

Fiduciary Planning’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
Q2 		– Sell
-308
Closed -$28K – 86
2021
Q1 		$28K Buy
308
+2
+0.7% +$174 0.04% 95
2020
Q4 		$23K Buy
306
+2
+0.7% +$137 0.03% 104
2020
Q3 		$15K Buy
+304
New +$17K 0.02% 93

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
ACA
Anchor Capital Advisors Boston, Massachusetts $3.51B AUM 16.99% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fiduciary Planning's BOH Position: Q2 2021 in Review

Fiduciary Planning sold out of Bank of Hawaii (BOH) in Q2 2021, closing a stake of 308 shares — an estimated $28K sold.

Fiduciary Planning first reported a position in BOH in Q3 2020 and held it in 3 quarters. The position peaked at $28K in Q1 2021. 307 funds tracked by Wall St. Rank hold BOH as of Q2 2021.

  • Fiduciary Planning reported no remaining Bank of Hawaii position as of Q2 2021 after selling out during the quarter.
  • Fiduciary Planning sold 308 Bank of Hawaii shares in Q2 2021, an estimated $28K.
  • Fiduciary Planning first reported a position in Bank of Hawaii in Q3 2020 and held it in 3 quarters.
  • Fiduciary Planning's Bank of Hawaii position peaked at $28K in Q1 2021.
  • 307 funds tracked by Wall St. Rank held Bank of Hawaii as of Q2 2021.

Based on Fiduciary Planning's 13F filing for Q2 2021, filed 6 Aug 2021.