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Sowell Financial Services’s Bank of Hawaii BOH Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-62
Closed -$6K – 809
2021
Q1 		$6K Buy
62
+13
+27% +$1.13K ﹤0.01% 2512
2020
Q4 		$4K Sell
49
-44
-47% -$3.01K ﹤0.01% 2317
2020
Q3 		$5K Hold
93
– – ﹤0.01% 1980
2020
Q2 		$6K Sell
93
-43
-32% -$2.66K ﹤0.01% 1832
2020
Q1 		$8K Sell
136
-33
-20% -$2.65K ﹤0.01% 1669
2019
Q4 		$16K Sell
169
-19
-10% -$1.69K ﹤0.01% 1506
2019
Q3 		$16K Buy
+188
New +$15.6K ﹤0.01% 1357

Other funds holding BOH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
ACA
Anchor Capital Advisors Boston, Massachusetts $3.56B AUM 21.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Sowell Financial Services's BOH Position: Q2 2021 in Review

Sowell Financial Services sold out of Bank of Hawaii (BOH) in Q2 2021, closing a stake of 62 shares — an estimated $6K sold.

Sowell Financial Services first reported a position in BOH in Q3 2019 and held it in 7 quarters. The position peaked at $16K in Q4 2019. 307 funds tracked by Wall St. Rank hold BOH as of Q2 2021.

  • Sowell Financial Services reported no remaining Bank of Hawaii position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 62 Bank of Hawaii shares in Q2 2021, an estimated $6K.
  • Sowell Financial Services first reported a position in Bank of Hawaii in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's Bank of Hawaii position peaked at $16K in Q4 2019.
  • 307 funds tracked by Wall St. Rank held Bank of Hawaii as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.