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

Peterson 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
Q4 		– Sell
-3,548
Closed -$223K – 84
2024
Q3 		$223K Hold
3,548
– – 0.04% 76
2024
Q2 		$203K Buy
+3,548
New +$206K 0.04% 73

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Peterson Wealth Advisors's BOH Position: Q4 2024 in Review

Peterson Wealth Advisors sold out of Bank of Hawaii (BOH) in Q4 2024, closing a stake of 3,548 shares — an estimated $223K sold.

Peterson Wealth Advisors first reported a position in BOH in Q2 2024 and held it in 2 quarters. The position peaked at $223K in Q3 2024. 297 funds tracked by Wall St. Rank hold BOH as of Q4 2024.

  • Peterson Wealth Advisors reported no remaining Bank of Hawaii position as of Q4 2024 after selling out during the quarter.
  • Peterson Wealth Advisors sold 3,548 Bank of Hawaii shares in Q4 2024, an estimated $223K.
  • Peterson Wealth Advisors first reported a position in Bank of Hawaii in Q2 2024 and held it in 2 quarters.
  • Peterson Wealth Advisors's Bank of Hawaii position peaked at $223K in Q3 2024.
  • 297 funds tracked by Wall St. Rank held Bank of Hawaii as of Q4 2024.

Based on Peterson Wealth Advisors's 13F filing for Q4 2024, filed 17 Jan 2025.