LWM Advisory Services’s Bank of Hawaii BOH Stock Holding History

LWM Advisory 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
2023 Q4	–	Sell	-159	Closed	-$7.9K	–	91
2023 Q3	$7.9K	Buy	+159	New	+$8.17K	0.01%	134

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LWM Advisory Services's BOH Position: Q4 2023 in Review

LWM Advisory Services sold out of Bank of Hawaii (BOH) in Q4 2023, closing a stake of 159 shares — an estimated $7.9K sold.

LWM Advisory Services first reported a position in BOH in Q3 2023 and held it in 1 quarter. The position peaked at $7.9K in Q3 2023. 266 funds tracked by Wall St. Rank hold BOH as of Q4 2023.

LWM Advisory Services reported no remaining Bank of Hawaii position as of Q4 2023 after selling out during the quarter.
LWM Advisory Services sold 159 Bank of Hawaii shares in Q4 2023, an estimated $7.9K.
LWM Advisory Services first reported a position in Bank of Hawaii in Q3 2023 and held it in 1 quarter.
LWM Advisory Services's Bank of Hawaii position peaked at $7.9K in Q3 2023.
266 funds tracked by Wall St. Rank held Bank of Hawaii as of Q4 2023.

Based on LWM Advisory Services's 13F filing for Q4 2023, filed 5 Feb 2024.