TCWP’s Bank of Hawaii BOH Stock Holding History

TCWP’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 Q2	–	Sell	-121	Closed	-$10K	–	467
2022 Q1	$10K	Buy	+121	New	+$10.5K	﹤0.01%	875

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

TCWP's BOH Position: Q2 2022 in Review

TCWP sold out of Bank of Hawaii (BOH) in Q2 2022, closing a stake of 121 shares — an estimated $10K sold.

TCWP first reported a position in BOH in Q1 2022 and held it in 1 quarter. The position peaked at $10K in Q1 2022. 303 funds tracked by Wall St. Rank hold BOH as of Q2 2022.

TCWP reported no remaining Bank of Hawaii position as of Q2 2022 after selling out during the quarter.
TCWP sold 121 Bank of Hawaii shares in Q2 2022, an estimated $10K.
TCWP first reported a position in Bank of Hawaii in Q1 2022 and held it in 1 quarter.
TCWP's Bank of Hawaii position peaked at $10K in Q1 2022.
303 funds tracked by Wall St. Rank held Bank of Hawaii as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.