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

Sutton 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
2023 Q1	–	Sell	-6	Closed	-$465	–	908
2022 Q4	$465	Hold	6	–	–	﹤0.01%	1503
2022 Q3	$457	Sell	6 -5	-45%	-$393	﹤0.01%	1480
2022 Q2	$818	Buy	11 +6	+120%	+$462	﹤0.01%	1340
2022 Q1	$420	Hold	5	–	–	﹤0.01%	1509
2021 Q4	$419	Buy	+5	New	+$421	﹤0.01%	1558
2020 Q3	–	Sell	-41	Closed	-$2.52K	–	1221
2020 Q2	$2.52K	Buy	+41	New	+$2.53K	﹤0.01%	1032

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

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

Sutton Wealth Advisors's BOH Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Bank of Hawaii (BOH) in Q1 2023, closing a stake of 6 shares — an estimated $465 sold.

Sutton Wealth Advisors first reported a position in BOH in Q2 2020 and held it in 6 quarters. The position peaked at $2.52K in Q2 2020. 278 funds tracked by Wall St. Rank hold BOH as of Q1 2023.

Sutton Wealth Advisors reported no remaining Bank of Hawaii position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 6 Bank of Hawaii shares in Q1 2023, an estimated $465.
Sutton Wealth Advisors first reported a position in Bank of Hawaii in Q2 2020 and held it in 6 quarters.
Sutton Wealth Advisors's Bank of Hawaii position peaked at $2.52K in Q2 2020.
278 funds tracked by Wall St. Rank held Bank of Hawaii as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.