Optimum Investment Advisors’s Bank of Hawaii BOH Stock Holding History

Optimum Investment 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	–	Sell	-300	Closed	-$15.6K	–	719
2023 Q1	$15.6K	Hold	300	–	–	0.01%	512
2022 Q4	$23.3K	Hold	300	–	–	0.01%	466
2022 Q3	$23K	Hold	300	–	–	0.01%	478
2022 Q2	$22K	Hold	300	–	–	0.01%	498
2022 Q1	$25K	Hold	300	–	–	0.01%	539
2021 Q4	$25K	Hold	300	–	–	0.01%	564
2021 Q3	$25K	Hold	300	–	–	0.01%	560
2021 Q2	$25K	Hold	300	–	–	0.01%	623
2021 Q1	$27K	Hold	300	–	–	0.01%	616
2020 Q4	$23K	Hold	300	–	–	0.01%	608
2020 Q3	$15K	Hold	300	–	–	0.01%	639
2020 Q2	$18K	Hold	300	–	–	0.01%	616
2020 Q1	$17K	Hold	300	–	–	0.01%	604
2019 Q4	$29K	Hold	300	–	–	0.01%	613
2019 Q3	$26K	Hold	300	–	–	0.01%	630
2019 Q2	$25K	Sell	300 -72	-19%	-$5.79K	0.01%	640
2019 Q1	$29K	Hold	372	–	–	0.01%	624
2018 Q4	$25K	Hold	372	–	–	0.01%	605
2018 Q3	$29K	Hold	372	–	–	0.01%	656
2018 Q2	$31K	Hold	372	–	–	0.01%	633
2018 Q1	$31K	Buy	+372	New	+$31.5K	0.01%	615
2015 Q1	$18K	Hold	300	–	–	0.01%	704
2014 Q4	$18K	Hold	300	–	–	0.01%	741
2014 Q3	$18K	Hold	300	–	–	0.01%	662
2014 Q2	$18K	Buy	+300	New	+$17.1K	0.01%	677

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

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

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

Optimum Investment Advisors's BOH Position: Q2 2023 in Review

Optimum Investment Advisors sold out of Bank of Hawaii (BOH) in Q2 2023, closing a stake of 300 shares — an estimated $15.6K sold.

Optimum Investment Advisors first reported a position in BOH in Q2 2014 and held it in 25 quarters. The position peaked at $31K in Q2 2018. 243 funds tracked by Wall St. Rank hold BOH as of Q2 2023.

Optimum Investment Advisors reported no remaining Bank of Hawaii position as of Q2 2023 after selling out during the quarter.
Optimum Investment Advisors sold 300 Bank of Hawaii shares in Q2 2023, an estimated $15.6K.
Optimum Investment Advisors first reported a position in Bank of Hawaii in Q2 2014 and held it in 25 quarters.
Optimum Investment Advisors's Bank of Hawaii position peaked at $31K in Q2 2018.
243 funds tracked by Wall St. Rank held Bank of Hawaii as of Q2 2023.

Based on Optimum Investment Advisors's 13F filing for Q2 2023, filed 3 Aug 2023.