SkyOak Wealth’s Bank of Hawaii BOH Stock Holding History

SkyOak 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
2022 Q1	–	Sell	-2,490	Closed	-$209K	–	245
2021 Q4	$209K	Hold	2,490	–	–	0.05%	226
2021 Q3	$205K	Hold	2,490	–	–	0.06%	218
2021 Q2	$210K	Hold	2,490	–	–	0.06%	217
2021 Q1	$226K	Buy	+2,490	New	+$217K	0.06%	203
2020 Q4	–	Sell	-5,490	Closed	-$277K	–	218
2020 Q3	$277K	Hold	5,490	–	–	0.1%	160
2020 Q2	$337K	Hold	5,490	–	–	0.12%	166
2020 Q1	$303K	Sell	5,490 -200	-4%	-$16.1K	0.15%	154
2019 Q4	$541K	Buy	+5,690	New	+$506K	0.17%	147

Other funds holding BOH

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

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

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

Neuberger Berman Group New York $131B AUM 28.36% 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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

SkyOak Wealth's BOH Position: Q1 2022 in Review

SkyOak Wealth sold out of Bank of Hawaii (BOH) in Q1 2022, closing a stake of 2,490 shares — an estimated $209K sold.

SkyOak Wealth first reported a position in BOH in Q4 2019 and held it in 8 quarters. The position peaked at $541K in Q4 2019. 316 funds tracked by Wall St. Rank hold BOH as of Q1 2022.

SkyOak Wealth reported no remaining Bank of Hawaii position as of Q1 2022 after selling out during the quarter.
SkyOak Wealth sold 2,490 Bank of Hawaii shares in Q1 2022, an estimated $209K.
SkyOak Wealth first reported a position in Bank of Hawaii in Q4 2019 and held it in 8 quarters.
SkyOak Wealth's Bank of Hawaii position peaked at $541K in Q4 2019.
316 funds tracked by Wall St. Rank held Bank of Hawaii as of Q1 2022.

Based on SkyOak Wealth's 13F filing for Q1 2022, filed 18 Apr 2022.