Financial Gravity Asset Management’s Bank of Hawaii BOH Stock Holding History

Financial Gravity 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
2024 Q2	–	Sell	-1	Closed	-$67	–	1563
2024 Q1	$67	Buy	+1	New	+$63	﹤0.01%	1779
2023 Q3	–	Sell	-41	Closed	-$62	–	1298
2023 Q2	$62	Sell	41 -11	-21%	-$487	﹤0.01%	1373
2023 Q1	$2	Sell	52 -26	-33%	-$1.83K	﹤0.01%	983
2022 Q4	$1.27K	Buy	78 +2	+3%	+$155	0.01%	622
2022 Q3	$3	Buy	+76	New	+$5.98K	﹤0.01%	801
2021 Q2	–	Hold	0	–	–	–	400
2020 Q2	–	Sell	-2	Closed	-$128	–	124
2020 Q1	$128	Sell	2 -29	-94%	-$2.33K	﹤0.01%	847
2019 Q4	$95K	Buy	+31	New	+$2.76K	0.07%	336

Other funds holding BOH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Financial Gravity Asset Management's BOH Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of Bank of Hawaii (BOH) in Q2 2024, closing a stake of 1 share — an estimated $67 sold.

Financial Gravity Asset Management first reported a position in BOH in Q4 2019 and held it in 7 quarters. The position peaked at $95K in Q4 2019. 264 funds tracked by Wall St. Rank hold BOH as of Q2 2024.

Financial Gravity Asset Management reported no remaining Bank of Hawaii position as of Q2 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 1 Bank of Hawaii share in Q2 2024, an estimated $67.
Financial Gravity Asset Management first reported a position in Bank of Hawaii in Q4 2019 and held it in 7 quarters.
Financial Gravity Asset Management's Bank of Hawaii position peaked at $95K in Q4 2019.
264 funds tracked by Wall St. Rank held Bank of Hawaii as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.