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Regent Peak Wealth Advisors’s Bank of Hawaii BOH Stock Holding History

Regent Peak 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
2021
Q1 		– Sell
-22
Closed -$2K – 254
2020
Q4 		$2K Buy
+22
New +$1.5K ﹤0.01% 800

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
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
ACA
Anchor Capital Advisors Boston, Massachusetts $3.51B AUM 16.99% 1-Year Est. Return

Regent Peak Wealth Advisors's BOH Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Bank of Hawaii (BOH) in Q1 2021, closing a stake of 22 shares — an estimated $2K sold.

Regent Peak Wealth Advisors first reported a position in BOH in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 301 funds tracked by Wall St. Rank hold BOH as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Bank of Hawaii position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 22 Bank of Hawaii shares in Q1 2021, an estimated $2K.
  • Regent Peak Wealth Advisors first reported a position in Bank of Hawaii in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Bank of Hawaii position peaked at $2K in Q4 2020.
  • 301 funds tracked by Wall St. Rank held Bank of Hawaii as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.