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 $6.73T AUM 46.02% 1-Year Est. Return

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

ACA

Anchor Capital Advisors Boston, Massachusetts $3.56B AUM 21.74% 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.