TFO Wealth Partners’s Bank of Hawaii BOH Stock Holding History

TFO Wealth Partners’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 Q1	–	Sell	-5	Closed	-$362	–	814
2023 Q4	$362	Hold	5	–	–	﹤0.01%	443
2023 Q3	$206	Buy	+5	New	+$257	﹤0.01%	786

Other funds holding BOH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

TFO Wealth Partners's BOH Position: Q1 2024 in Review

TFO Wealth Partners sold out of Bank of Hawaii (BOH) in Q1 2024, closing a stake of 5 shares — an estimated $362 sold.

TFO Wealth Partners first reported a position in BOH in Q3 2023 and held it in 2 quarters. The position peaked at $362 in Q4 2023. 264 funds tracked by Wall St. Rank hold BOH as of Q1 2024.

TFO Wealth Partners reported no remaining Bank of Hawaii position as of Q1 2024 after selling out during the quarter.
TFO Wealth Partners sold 5 Bank of Hawaii shares in Q1 2024, an estimated $362.
TFO Wealth Partners first reported a position in Bank of Hawaii in Q3 2023 and held it in 2 quarters.
TFO Wealth Partners's Bank of Hawaii position peaked at $362 in Q4 2023.
264 funds tracked by Wall St. Rank held Bank of Hawaii as of Q1 2024.

Based on TFO Wealth Partners's 13F filing for Q1 2024, filed 14 May 2024.