TRUE Private Wealth Advisors’s Bank of Hawaii BOH Stock Holding History

TRUE Private 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
2021 Q1	–	Sell	-92	Closed	-$7K	–	293
2020 Q4	$7K	Hold	92	–	–	﹤0.01%	571
2020 Q3	$4K	Hold	92	–	–	﹤0.01%	575
2020 Q2	$5K	Hold	92	–	–	﹤0.01%	553
2020 Q1	$5K	Hold	92	–	–	﹤0.01%	516
2019 Q4	$8K	Buy	+92	New	+$8.18K	﹤0.01%	619
2019 Q3	–	Sell	-92	Closed	-$7K	–	280
2019 Q2	$7K	Buy	+92	New	+$7.4K	﹤0.01%	589
2018 Q4	–	Sell	-93	Closed	-$7.33K	–	319
2018 Q3	$7.33K	Buy	+93	New	+$7.71K	﹤0.01%	813

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

ACA

Anchor Capital Advisors Boston, Massachusetts $3.51B AUM 16.99% 1-Year Est. Return

TRUE Private Wealth Advisors's BOH Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of Bank of Hawaii (BOH) in Q1 2021, closing a stake of 92 shares — an estimated $7K sold.

TRUE Private Wealth Advisors first reported a position in BOH in Q3 2018 and held it in 7 quarters. The position peaked at $8K in Q4 2019. 301 funds tracked by Wall St. Rank hold BOH as of Q1 2021.

TRUE Private Wealth Advisors reported no remaining Bank of Hawaii position as of Q1 2021 after selling out during the quarter.
TRUE Private Wealth Advisors sold 92 Bank of Hawaii shares in Q1 2021, an estimated $7K.
TRUE Private Wealth Advisors first reported a position in Bank of Hawaii in Q3 2018 and held it in 7 quarters.
TRUE Private Wealth Advisors's Bank of Hawaii position peaked at $8K in Q4 2019.
301 funds tracked by Wall St. Rank held Bank of Hawaii as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.