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Patriot Financial Group Insurance Agency’s Bank of Hawaii BOH Stock Holding History

Patriot Financial Group Insurance Agency’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
Q3 		– Sell
-4
Closed – – 2143
2021
Q2 		$0 Hold
4
– – ﹤0.01% 2068
2021
Q1 		$0 Hold
4
– – ﹤0.01% 1974
2020
Q4 		$0 Buy
4
+1
+33% +$68 ﹤0.01% 1854
2020
Q3 		$0 Hold
3
– – ﹤0.01% 1681
2020
Q2 		$0 Sell
3
-1
-25% -$62 ﹤0.01% 1660
2020
Q1 		$0 Hold
4
– – ﹤0.01% 1572
2019
Q4 		$0 Hold
4
– – ﹤0.01% 1321
2019
Q3 		$0 Hold
4
– – ﹤0.01% 1307
2019
Q2 		$1K Sell
4
-12
-75% -$965 ﹤0.01% 1188
2019
Q1 		$1K Buy
+16
New +$1.25K ﹤0.01% 1078

Other funds holding BOH

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
ACA
Anchor Capital Advisors Boston, Massachusetts $3.56B AUM 21.74% 1-Year Est. Return

Patriot Financial Group Insurance Agency's BOH Position: Q3 2021 in Review

Patriot Financial Group Insurance Agency sold out of Bank of Hawaii (BOH) in Q3 2021, closing a stake of 4 shares.

Patriot Financial Group Insurance Agency first reported a position in BOH in Q1 2019 and held it in 10 quarters. The position peaked at $1K in Q2 2019. 285 funds tracked by Wall St. Rank hold BOH as of Q3 2021.

  • Patriot Financial Group Insurance Agency reported no remaining Bank of Hawaii position as of Q3 2021 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 4 Bank of Hawaii shares in Q3 2021.
  • Patriot Financial Group Insurance Agency first reported a position in Bank of Hawaii in Q1 2019 and held it in 10 quarters.
  • Patriot Financial Group Insurance Agency's Bank of Hawaii position peaked at $1K in Q2 2019.
  • 285 funds tracked by Wall St. Rank held Bank of Hawaii as of Q3 2021.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2021, filed 24 Nov 2021.