Glassman Wealth Services’s Bank of Hawaii BOH Stock Holding History

Glassman Wealth Services’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 Q1	–	Sell	-63	Closed	-$4.57K	–	428
2023 Q4	$4.57K	Sell	63 -10	-14%	-$574	﹤0.01%	1111
2023 Q3	$3.63K	Hold	73	–	–	﹤0.01%	1163
2023 Q2	$3.01K	Buy	73 +52	+248%	+$2.3K	﹤0.01%	1141
2023 Q1	$1.09K	Buy	21 +17	+425%	+$1.19K	﹤0.01%	1405
2022 Q4	$310	Buy	+4	New	+$310	﹤0.01%	1709
2022 Q2	–	Sell	-6	Closed	-$1K	–	1685
2022 Q1	$1K	Hold	6	–	–	﹤0.01%	1340
2021 Q4	$1K	Hold	6	–	–	﹤0.01%	1313
2021 Q3	$0	Buy	+6	New	+$497	﹤0.01%	1597
2020 Q2	–	Sell	-51	Closed	-$3K	–	1240
2020 Q1	$3K	Buy	51 +19	+59%	+$1.53K	﹤0.01%	598
2019 Q4	$3K	Hold	32	–	–	﹤0.01%	659
2019 Q3	$3K	Hold	32	–	–	﹤0.01%	603
2019 Q2	$3K	Buy	32 +1	+3%	+$80	﹤0.01%	623
2019 Q1	$2K	Buy	+31	New	+$2.43K	﹤0.01%	676

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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

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

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

Glassman Wealth Services's BOH Position: Q1 2024 in Review

Glassman Wealth Services sold out of Bank of Hawaii (BOH) in Q1 2024, closing a stake of 63 shares — an estimated $4.57K sold.

Glassman Wealth Services first reported a position in BOH in Q1 2019 and held it in 13 quarters. The position peaked at $4.57K in Q4 2023. 264 funds tracked by Wall St. Rank hold BOH as of Q1 2024.

Glassman Wealth Services reported no remaining Bank of Hawaii position as of Q1 2024 after selling out during the quarter.
Glassman Wealth Services sold 63 Bank of Hawaii shares in Q1 2024, an estimated $4.57K.
Glassman Wealth Services first reported a position in Bank of Hawaii in Q1 2019 and held it in 13 quarters.
Glassman Wealth Services's Bank of Hawaii position peaked at $4.57K in Q4 2023.
264 funds tracked by Wall St. Rank held Bank of Hawaii as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.