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

Opal 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
2024 Q3	–	Sell	-194	Closed	-$11.1K	–	317
2024 Q2	$11.1K	Buy	+194	New	+$11.3K	﹤0.01%	639

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

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Opal Wealth Advisors's BOH Position: Q3 2024 in Review

Opal Wealth Advisors sold out of Bank of Hawaii (BOH) in Q3 2024, closing a stake of 194 shares — an estimated $11.1K sold.

Opal Wealth Advisors first reported a position in BOH in Q2 2024 and held it in 1 quarter. The position peaked at $11.1K in Q2 2024. 278 funds tracked by Wall St. Rank hold BOH as of Q3 2024.

Opal Wealth Advisors reported no remaining Bank of Hawaii position as of Q3 2024 after selling out during the quarter.
Opal Wealth Advisors sold 194 Bank of Hawaii shares in Q3 2024, an estimated $11.1K.
Opal Wealth Advisors first reported a position in Bank of Hawaii in Q2 2024 and held it in 1 quarter.
Opal Wealth Advisors's Bank of Hawaii position peaked at $11.1K in Q2 2024.
278 funds tracked by Wall St. Rank held Bank of Hawaii as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.