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

Ropes 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	-400	Closed	-$31K	–	310
2020 Q4	$31K	Hold	400	–	–	﹤0.01%	437
2020 Q3	$20K	Hold	400	–	–	﹤0.01%	434
2020 Q2	$25K	Sell	400 -6,000	-94%	-$371K	0.01%	374
2020 Q1	$354K	Hold	6,400	–	–	0.09%	140
2019 Q4	$609K	Hold	6,400	–	–	0.13%	124
2019 Q3	$550K	Hold	6,400	–	–	0.12%	132
2019 Q2	$531K	Hold	6,400	–	–	0.11%	135
2019 Q1	$505K	Hold	6,400	–	–	0.13%	136
2018 Q4	$431K	Hold	6,400	–	–	0.12%	143
2018 Q3	$505K	Hold	6,400	–	–	0.12%	143
2018 Q2	$534K	Hold	6,400	–	–	0.14%	129
2018 Q1	$532K	Buy	6,400 +400	+7%	+$33.8K	0.15%	133
2017 Q4	$514K	Hold	6,000	–	–	0.13%	137
2017 Q3	$500K	Hold	6,000	–	–	0.14%	137
2017 Q2	$498K	Hold	6,000	–	–	0.14%	131
2017 Q1	$494K	Hold	6,000	–	–	0.14%	139
2016 Q4	$532K	Hold	6,000	–	–	0.17%	117
2016 Q3	$436K	Hold	6,000	–	–	0.15%	125
2016 Q2	$413K	Sell	6,000 -24	-0.4%	-$1.65K	0.14%	125
2016 Q1	$411K	Sell	6,024 -94	-2%	-$5.92K	0.18%	94
2015 Q4	$385K	Hold	6,118	–	–	0.17%	100
2015 Q3	$388K	Buy	6,118 +6,092	+23,431%	+$395K	0.2%	86
2015 Q2	$2K	Hold	26	–	–	﹤0.01%	286
2015 Q1	$2K	Buy	+26	New	+$1.54K	﹤0.01%	296

Other funds holding BOH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

Ropes Wealth Advisors's BOH Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of Bank of Hawaii (BOH) in Q1 2021, closing a stake of 400 shares — an estimated $31K sold.

Ropes Wealth Advisors first reported a position in BOH in Q1 2015 and held it in 24 quarters. The position peaked at $609K in Q4 2019. 301 funds tracked by Wall St. Rank hold BOH as of Q1 2021.

Ropes Wealth Advisors reported no remaining Bank of Hawaii position as of Q1 2021 after selling out during the quarter.
Ropes Wealth Advisors sold 400 Bank of Hawaii shares in Q1 2021, an estimated $31K.
Ropes Wealth Advisors first reported a position in Bank of Hawaii in Q1 2015 and held it in 24 quarters.
Ropes Wealth Advisors's Bank of Hawaii position peaked at $609K in Q4 2019.
301 funds tracked by Wall St. Rank held Bank of Hawaii as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.