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Valeo Financial Advisors’s Bank of Hawaii BOH Stock Holding History

Valeo Financial 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
2020
Q3 		– Sell
-243
Closed -$15K – 1648
2020
Q2 		$15K Buy
243
+43
+22% +$2.66K ﹤0.01% 1147
2020
Q1 		$13K Hold
200
– – ﹤0.01% 994
2019
Q4 		$19K Hold
200
– – ﹤0.01% 929
2019
Q3 		$17K Hold
200
– – ﹤0.01% 886
2019
Q2 		$17K Buy
+200
New +$16.1K ﹤0.01% 888

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Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Valeo Financial Advisors's BOH Position: Q3 2020 in Review

Valeo Financial Advisors sold out of Bank of Hawaii (BOH) in Q3 2020, closing a stake of 243 shares — an estimated $15K sold.

Valeo Financial Advisors first reported a position in BOH in Q2 2019 and held it in 5 quarters. The position peaked at $19K in Q4 2019. 280 funds tracked by Wall St. Rank hold BOH as of Q3 2020.

  • Valeo Financial Advisors reported no remaining Bank of Hawaii position as of Q3 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 243 Bank of Hawaii shares in Q3 2020, an estimated $15K.
  • Valeo Financial Advisors first reported a position in Bank of Hawaii in Q2 2019 and held it in 5 quarters.
  • Valeo Financial Advisors's Bank of Hawaii position peaked at $19K in Q4 2019.
  • 280 funds tracked by Wall St. Rank held Bank of Hawaii as of Q3 2020.

Based on Valeo Financial Advisors's 13F filing for Q3 2020, filed 28 Oct 2020.