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Heritage Wealth Advisors’s Bank of Hawaii BOH Stock Holding History

Heritage Wealth Advisors’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
Q3 		– Sell
-21
Closed -$1.77K – 538
2021
Q2 		$1.77K Hold
21
– – ﹤0.01% 512
2021
Q1 		$1.88K Hold
21
– – ﹤0.01% 523
2020
Q4 		$2K Buy
+21
New +$1.44K ﹤0.01% 509

Other funds holding BOH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
ACA
Anchor Capital Advisors Boston, Massachusetts $3.51B AUM 16.99% 1-Year Est. Return

Heritage Wealth Advisors's BOH Position: Q3 2021 in Review

Heritage Wealth Advisors sold out of Bank of Hawaii (BOH) in Q3 2021, closing a stake of 21 shares — an estimated $1.77K sold.

Heritage Wealth Advisors first reported a position in BOH in Q4 2020 and held it in 3 quarters. The position peaked at $2K in Q4 2020. 285 funds tracked by Wall St. Rank hold BOH as of Q3 2021.

  • Heritage Wealth Advisors reported no remaining Bank of Hawaii position as of Q3 2021 after selling out during the quarter.
  • Heritage Wealth Advisors sold 21 Bank of Hawaii shares in Q3 2021, an estimated $1.77K.
  • Heritage Wealth Advisors first reported a position in Bank of Hawaii in Q4 2020 and held it in 3 quarters.
  • Heritage Wealth Advisors's Bank of Hawaii position peaked at $2K in Q4 2020.
  • 285 funds tracked by Wall St. Rank held Bank of Hawaii as of Q3 2021.

Based on Heritage Wealth Advisors's 13F filing for Q3 2021, filed 2 Nov 2021.