Gradient Investments’s Bank of Hawaii BOH Stock Holding History

Gradient Investments’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	-153	Closed	-$11.1K	–	1318
2023 Q4	$11.1K	Hold	153	–	–	﹤0.01%	822
2023 Q3	$7.6K	Hold	153	–	–	﹤0.01%	858
2023 Q2	$6.31K	Hold	153	–	–	﹤0.01%	906
2023 Q1	$7.97K	Hold	153	–	–	﹤0.01%	857
2022 Q4	$11.9K	Hold	153	–	–	﹤0.01%	776
2022 Q3	$12K	Hold	153	–	–	﹤0.01%	761
2022 Q2	$11K	Hold	153	–	–	﹤0.01%	743
2022 Q1	$13K	Hold	153	–	–	﹤0.01%	717
2021 Q4	$13K	Hold	153	–	–	﹤0.01%	736
2021 Q3	$13K	Hold	153	–	–	﹤0.01%	718
2021 Q2	$13K	Hold	153	–	–	﹤0.01%	707
2021 Q1	$14K	Hold	153	–	–	﹤0.01%	691
2020 Q4	$8K	Hold	153	–	–	﹤0.01%	732
2020 Q3	$8K	Hold	153	–	–	﹤0.01%	737
2020 Q2	$9K	Hold	153	–	–	﹤0.01%	656
2020 Q1	$8K	Hold	153	–	–	﹤0.01%	689
2019 Q4	$15K	Hold	153	–	–	﹤0.01%	609
2019 Q3	$13K	Hold	153	–	–	﹤0.01%	603
2019 Q2	$13K	Hold	153	–	–	﹤0.01%	590
2019 Q1	$12K	Hold	153	–	–	﹤0.01%	520
2018 Q4	$10K	Buy	+153	New	+$11.7K	﹤0.01%	574
2017 Q3	–	Sell	-5,394	Closed	-$448K	–	284
2017 Q2	$448K	Hold	5,394	–	–	0.03%	168
2017 Q1	$444K	Hold	5,394	–	–	0.03%	137
2016 Q4	$478K	Buy	+5,394	New	+$437K	0.04%	126

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

Gradient Investments's BOH Position: Q1 2024 in Review

Gradient Investments sold out of Bank of Hawaii (BOH) in Q1 2024, closing a stake of 153 shares — an estimated $11.1K sold.

Gradient Investments first reported a position in BOH in Q4 2016 and held it in 24 quarters. The position peaked at $478K in Q4 2016. 264 funds tracked by Wall St. Rank hold BOH as of Q1 2024.

Gradient Investments reported no remaining Bank of Hawaii position as of Q1 2024 after selling out during the quarter.
Gradient Investments sold 153 Bank of Hawaii shares in Q1 2024, an estimated $11.1K.
Gradient Investments first reported a position in Bank of Hawaii in Q4 2016 and held it in 24 quarters.
Gradient Investments's Bank of Hawaii position peaked at $478K in Q4 2016.
264 funds tracked by Wall St. Rank held Bank of Hawaii as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.