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Paces Ferry Wealth Advisors’s Bank of Hawaii BOH Stock Holding History

Paces Ferry 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
2020
Q4 		– Sell
-21
Closed -$1K – 245
2020
Q3 		$1K Buy
+21
New +$1.17K ﹤0.01% 779

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
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Fuller & Thaler Asset Management
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Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Paces Ferry Wealth Advisors's BOH Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of Bank of Hawaii (BOH) in Q4 2020, closing a stake of 21 shares — an estimated $1K sold.

Paces Ferry Wealth Advisors first reported a position in BOH in Q3 2020 and held it in 1 quarter. The position peaked at $1K in Q3 2020. 299 funds tracked by Wall St. Rank hold BOH as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining Bank of Hawaii position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 21 Bank of Hawaii shares in Q4 2020, an estimated $1K.
  • Paces Ferry Wealth Advisors first reported a position in Bank of Hawaii in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's Bank of Hawaii position peaked at $1K in Q3 2020.
  • 299 funds tracked by Wall St. Rank held Bank of Hawaii as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.