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Money Concepts Capital’s Bank of Hawaii BOH Stock Holding History

Money Concepts Capital’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
Q1 		– Sell
-38
Closed -$2.95K – 765
2022
Q4 		$2.95K Buy
+38
New +$2.95K ﹤0.01% 2561
2022
Q2 		– Sell
-405
Closed -$34K – 1583
2022
Q1 		$34K Buy
+405
New +$35K ﹤0.01% 1383

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Money Concepts Capital's BOH Position: Q1 2023 in Review

Money Concepts Capital sold out of Bank of Hawaii (BOH) in Q1 2023, closing a stake of 38 shares — an estimated $2.95K sold.

Money Concepts Capital first reported a position in BOH in Q1 2022 and held it in 2 quarters. The position peaked at $34K in Q1 2022. 278 funds tracked by Wall St. Rank hold BOH as of Q1 2023.

  • Money Concepts Capital reported no remaining Bank of Hawaii position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 38 Bank of Hawaii shares in Q1 2023, an estimated $2.95K.
  • Money Concepts Capital first reported a position in Bank of Hawaii in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's Bank of Hawaii position peaked at $34K in Q1 2022.
  • 278 funds tracked by Wall St. Rank held Bank of Hawaii as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.