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Fortitude Advisory Group’s Bank of Hawaii BOH Stock Holding History

Fortitude Advisory Group’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
2022
Q2 		– Sell
-452
Closed -$38K – 348
2022
Q1 		$38K Hold
452
– – 0.02% 618
2021
Q4 		$38K Buy
+452
New +$38K 0.02% 624

Other funds holding BOH

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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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fortitude Advisory Group's BOH Position: Q2 2022 in Review

Fortitude Advisory Group sold out of Bank of Hawaii (BOH) in Q2 2022, closing a stake of 452 shares — an estimated $38K sold.

Fortitude Advisory Group first reported a position in BOH in Q4 2021 and held it in 2 quarters. The position peaked at $38K in Q1 2022. 303 funds tracked by Wall St. Rank hold BOH as of Q2 2022.

  • Fortitude Advisory Group reported no remaining Bank of Hawaii position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 452 Bank of Hawaii shares in Q2 2022, an estimated $38K.
  • Fortitude Advisory Group first reported a position in Bank of Hawaii in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's Bank of Hawaii position peaked at $38K in Q1 2022.
  • 303 funds tracked by Wall St. Rank held Bank of Hawaii as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.