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SYSTM Wealth Solutions’s Bank of Hawaii BOH Stock Holding History

SYSTM Wealth Solutions’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
Q2 		– Sell
-1,615
Closed -$101K – 703
2024
Q1 		$101K Hold
1,615
– – 0.01% 475
2023
Q4 		$117K Buy
+1,615
New +$92.7K 0.02% 439
2023
Q2 		– Sell
-5,635
Closed -$293K – 495
2023
Q1 		$293K Sell
5,635
-17
-0.3% -$1.19K 0.05% 380
2022
Q4 		$438K Buy
+5,652
New +$438K 0.05% 363

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

SYSTM Wealth Solutions's BOH Position: Q2 2024 in Review

SYSTM Wealth Solutions sold out of Bank of Hawaii (BOH) in Q2 2024, closing a stake of 1,615 shares — an estimated $101K sold.

SYSTM Wealth Solutions first reported a position in BOH in Q4 2022 and held it in 4 quarters. The position peaked at $438K in Q4 2022. 264 funds tracked by Wall St. Rank hold BOH as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining Bank of Hawaii position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 1,615 Bank of Hawaii shares in Q2 2024, an estimated $101K.
  • SYSTM Wealth Solutions first reported a position in Bank of Hawaii in Q4 2022 and held it in 4 quarters.
  • SYSTM Wealth Solutions's Bank of Hawaii position peaked at $438K in Q4 2022.
  • 264 funds tracked by Wall St. Rank held Bank of Hawaii as of Q2 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q2 2024, filed 12 Aug 2024.