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

TCI 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
Q2 		– Sell
-1
Closed -$53 – 479
2023
Q1 		$53 Sell
1
-2
-67% -$140 ﹤0.01% 2443
2022
Q4 		$233 Hold
3
– – ﹤0.01% 2318
2022
Q3 		$0 Buy
+3
New +$236 ﹤0.01% 2267
2020
Q4 		– Sell
-15
Closed -$1K – 1546
2020
Q3 		$1K Buy
+15
New +$838 ﹤0.01% 1279
2020
Q1 		– Sell
-5
Closed – – 1492
2019
Q4 		$0 Buy
+5
New +$445 ﹤0.01% 1537

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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

TCI Wealth Advisors's BOH Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Bank of Hawaii (BOH) in Q2 2023, closing a stake of 1 share — an estimated $53 sold.

TCI Wealth Advisors first reported a position in BOH in Q4 2019 and held it in 5 quarters. The position peaked at $1K in Q3 2020. 243 funds tracked by Wall St. Rank hold BOH as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Bank of Hawaii position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 1 Bank of Hawaii share in Q2 2023, an estimated $53.
  • TCI Wealth Advisors first reported a position in Bank of Hawaii in Q4 2019 and held it in 5 quarters.
  • TCI Wealth Advisors's Bank of Hawaii position peaked at $1K in Q3 2020.
  • 243 funds tracked by Wall St. Rank held Bank of Hawaii as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.