Harvest Group Wealth Management’s Bank of Hawaii BOH Stock Holding History

Harvest Group Wealth 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
2021 Q1	–	Sell	-20	Closed	-$2K	–	118
2020 Q4	$2K	Hold	20	–	–	﹤0.01%	340
2020 Q3	$1K	Hold	20	–	–	﹤0.01%	419
2020 Q2	$1K	Hold	20	–	–	﹤0.01%	352
2020 Q1	$1K	Sell	20 -101	-83%	-$8.11K	﹤0.01%	355
2019 Q4	$11K	Sell	121 -2	-2%	-$178	0.01%	223
2019 Q3	$11K	Sell	123 -10	-8%	-$832	0.01%	237
2019 Q2	$11K	Hold	133	–	–	0.01%	204
2019 Q1	$10K	Buy	+133	New	+$10.4K	0.01%	236

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

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

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

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

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

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

ACA

Anchor Capital Advisors Boston, Massachusetts $3.51B AUM 16.99% 1-Year Est. Return

Harvest Group Wealth Management's BOH Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Bank of Hawaii (BOH) in Q1 2021, closing a stake of 20 shares — an estimated $2K sold.

Harvest Group Wealth Management first reported a position in BOH in Q1 2019 and held it in 8 quarters. The position peaked at $11K in Q4 2019. 301 funds tracked by Wall St. Rank hold BOH as of Q1 2021.

Harvest Group Wealth Management reported no remaining Bank of Hawaii position as of Q1 2021 after selling out during the quarter.
Harvest Group Wealth Management sold 20 Bank of Hawaii shares in Q1 2021, an estimated $2K.
Harvest Group Wealth Management first reported a position in Bank of Hawaii in Q1 2019 and held it in 8 quarters.
Harvest Group Wealth Management's Bank of Hawaii position peaked at $11K in Q4 2019.
301 funds tracked by Wall St. Rank held Bank of Hawaii as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.