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Orion Portfolio Solutions’s Bank of Hawaii BOH Stock Holding History

Orion Portfolio Solutions’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
2020
Q3 		– Sell
-89
Closed -$5K – 630
2020
Q2 		$5K Sell
89
-260
-74% -$16.1K ﹤0.01% 1442
2020
Q1 		$19K Sell
349
-125
-26% -$10K ﹤0.01% 844
2019
Q4 		$45K Buy
+474
New +$42.1K ﹤0.01% 569

Other funds holding BOH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Orion Portfolio Solutions's BOH Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of Bank of Hawaii (BOH) in Q3 2020, closing a stake of 89 shares — an estimated $5K sold.

Orion Portfolio Solutions first reported a position in BOH in Q4 2019 and held it in 3 quarters. The position peaked at $45K in Q4 2019. 280 funds tracked by Wall St. Rank hold BOH as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining Bank of Hawaii position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 89 Bank of Hawaii shares in Q3 2020, an estimated $5K.
  • Orion Portfolio Solutions first reported a position in Bank of Hawaii in Q4 2019 and held it in 3 quarters.
  • Orion Portfolio Solutions's Bank of Hawaii position peaked at $45K in Q4 2019.
  • 280 funds tracked by Wall St. Rank held Bank of Hawaii as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.