Next Financial Group’s Bank of Hawaii BOH Stock Holding History

Next Financial Group’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 Q4	$3K	Hold	36	–	–	﹤0.01%	2512
2021 Q3	$3K	Hold	36	–	–	﹤0.01%	2359
2021 Q2	$3K	Hold	36	–	–	﹤0.01%	2302
2021 Q1	$3K	Hold	36	–	–	﹤0.01%	2207
2020 Q4	$3K	Hold	36	–	–	﹤0.01%	2080
2020 Q3	$2K	Buy	+36	New	+$2.01K	﹤0.01%	2009
2020 Q2	–	Sell	-36	Closed	-$2K	–	757
2020 Q1	$2K	Buy	+36	New	+$2.89K	﹤0.01%	1904
2019 Q4	–	Sell	-661	Closed	-$57K	–	2362
2019 Q3	$57K	Hold	661	–	–	0.01%	1105
2019 Q2	$55K	Hold	661	–	–	0.01%	1129
2019 Q1	$52K	Hold	661	–	–	0.01%	718
2018 Q4	$44K	Hold	661	–	–	0.01%	839
2018 Q3	$52K	Buy	+661	New	+$54.8K	0.02%	528
2017 Q4	–	Sell	-661	Closed	-$55K	–	389
2017 Q3	$55K	Hold	661	–	–	0.02%	674
2017 Q2	$55K	Hold	661	–	–	0.01%	750
2017 Q1	$54K	Hold	661	–	–	0.02%	691
2016 Q4	$59K	Hold	661	–	–	0.01%	882
2016 Q3	$48K	Hold	661	–	–	0.01%	956
2016 Q2	$45K	Hold	661	–	–	0.01%	687
2016 Q1	$45K	Hold	661	–	–	0.02%	651
2015 Q4	$41K	Hold	661	–	–	0.02%	671
2015 Q3	$41K	Hold	661	–	–	0.01%	690
2015 Q2	$44K	Sell	661 -125	-16%	-$7.89K	0.02%	708
2015 Q1	$48K	Hold	786	–	–	0.02%	672
2014 Q4	$47K	Buy	786 +36	+5%	+$2.08K	0.02%	672
2014 Q3	$43K	Hold	750	–	–	0.01%	1022
2014 Q2	$43K	Buy	+750	New	+$42.8K	0.02%	382

Other funds holding BOH

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Neuberger Berman Group New York $131B AUM 28.36% 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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Next Financial Group's BOH Position: Q4 2021 in Review

Next Financial Group held its Bank of Hawaii (BOH) position steady in Q4 2021 at 36 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #2512.

Next Financial Group first reported a position in BOH in Q2 2014 and has held it in 26 quarters since. The position peaked at $59K in Q4 2016. 296 funds tracked by Wall St. Rank hold BOH as of Q4 2021.

Next Financial Group held 36 shares of Bank of Hawaii worth $3K as of Q4 2021.
Next Financial Group left its Bank of Hawaii share count unchanged in Q4 2021.
Bank of Hawaii made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2512 holding.
Next Financial Group first reported a position in Bank of Hawaii in Q2 2014 and has held it in 26 quarters since.
Next Financial Group's Bank of Hawaii position peaked at $59K in Q4 2016.
296 funds tracked by Wall St. Rank held Bank of Hawaii as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.