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Simplicity Wealth’s Bank of Hawaii BOH Stock Holding History

Simplicity Wealth’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
Q3 		– Sell
-9,083
Closed -$520K – 569
2024
Q2 		$520K Sell
9,083
-381
-4% -$22.1K 0.01% 743
2024
Q1 		$590K Buy
+9,464
New +$600K 0.01% 673

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
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

Simplicity Wealth's BOH Position: Q3 2024 in Review

Simplicity Wealth sold out of Bank of Hawaii (BOH) in Q3 2024, closing a stake of 9,083 shares — an estimated $520K sold.

Simplicity Wealth first reported a position in BOH in Q1 2024 and held it in 2 quarters. The position peaked at $590K in Q1 2024. 278 funds tracked by Wall St. Rank hold BOH as of Q3 2024.

  • Simplicity Wealth reported no remaining Bank of Hawaii position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 9,083 Bank of Hawaii shares in Q3 2024, an estimated $520K.
  • Simplicity Wealth first reported a position in Bank of Hawaii in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's Bank of Hawaii position peaked at $590K in Q1 2024.
  • 278 funds tracked by Wall St. Rank held Bank of Hawaii as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.