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

Intercontinental 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
2023 Q2	$668K	Buy	16,208 +86	+0.5%	+$3.81K	0.16%	146
2023 Q1	$840K	Sell	16,122 -146	-0.9%	-$10.3K	0.21%	114
2022 Q4	$1.26M	Sell	16,268 -801	-5%	-$62.1K	0.38%	53
2022 Q3	$1.3M	Buy	17,069 +82	+0.5%	+$6.45K	0.41%	49
2022 Q2	$1.26M	Sell	16,987 -31	-0.2%	-$2.39K	0.34%	58
2022 Q1	$1.43M	Sell	17,018 -86	-0.5%	-$7.43K	0.33%	57
2021 Q4	$1.43M	Sell	17,104 -184	-1%	-$15.5K	0.3%	58
2021 Q3	$1.42M	Sell	17,288 -1,224	-7%	-$101K	0.33%	50
2021 Q2	$1.56M	Buy	18,512 +172	+0.9%	+$15.4K	0.31%	53
2021 Q1	$1.64M	Buy	18,340 +4,958	+37%	+$432K	0.36%	41
2020 Q4	$1.02M	Buy	13,382 +50	+0.4%	+$3.42K	0.25%	85
2020 Q3	$674K	Buy	13,332 +252	+2%	+$14.1K	0.2%	95
2020 Q2	$803K	Buy	13,080 +2,419	+23%	+$149K	0.26%	83
2020 Q1	$589K	Buy	+10,661	New	+$856K	0.31%	79

Other funds holding BOH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Intercontinental Wealth Advisors's BOH Position: Q2 2023 in Review

Intercontinental Wealth Advisors increased its Bank of Hawaii (BOH) stake by 0.53% in Q2 2023, buying an estimated $3.81K and bringing the position to 16,208 shares worth $668K. The position accounts for 0.16% of the portfolio, ranked #146.

Intercontinental Wealth Advisors first reported a position in BOH in Q1 2020 and has held it in 14 quarters since. The position peaked at $1.64M in Q1 2021. 242 funds tracked by Wall St. Rank hold BOH as of Q2 2023.

Intercontinental Wealth Advisors held 16,208 shares of Bank of Hawaii worth $668K as of Q2 2023.
Intercontinental Wealth Advisors bought 86 Bank of Hawaii shares in Q2 2023, an estimated $3.81K.
Bank of Hawaii made up 0.16% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #146 holding.
Intercontinental Wealth Advisors first reported a position in Bank of Hawaii in Q1 2020 and has held it in 14 quarters since.
Intercontinental Wealth Advisors's Bank of Hawaii position peaked at $1.64M in Q1 2021.
242 funds tracked by Wall St. Rank held Bank of Hawaii as of Q2 2023.

Based on Intercontinental Wealth Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.