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Venturi Wealth Management’s Bank of Hawaii BOH Stock Holding History

Venturi Wealth Management’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
2025
Q1 		– Sell
-79
Closed -$5.63K – 731
2024
Q4 		$5.63K Hold
79
– – ﹤0.01% 1616
2024
Q3 		$4.96K Sell
79
-826
-91% -$53.1K ﹤0.01% 1411
2024
Q2 		$51.8K Buy
905
+887
+4,928% +$51.5K ﹤0.01% 654
2024
Q1 		$1.12K Sell
18
-8
-31% -$507 ﹤0.01% 1340
2023
Q4 		$1.88K Buy
+26
New +$1.49K ﹤0.01% 1234

Other funds holding BOH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
1SP
140 Summer Partners New York $1.64B AUM 47.44% 1-Year Est. Return

Venturi Wealth Management's BOH Position: Q1 2025 in Review

Venturi Wealth Management sold out of Bank of Hawaii (BOH) in Q1 2025, closing a stake of 79 shares — an estimated $5.63K sold.

Venturi Wealth Management first reported a position in BOH in Q4 2023 and held it in 5 quarters. The position peaked at $51.8K in Q2 2024. 302 funds tracked by Wall St. Rank hold BOH as of Q1 2025.

  • Venturi Wealth Management reported no remaining Bank of Hawaii position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 79 Bank of Hawaii shares in Q1 2025, an estimated $5.63K.
  • Venturi Wealth Management first reported a position in Bank of Hawaii in Q4 2023 and held it in 5 quarters.
  • Venturi Wealth Management's Bank of Hawaii position peaked at $51.8K in Q2 2024.
  • 302 funds tracked by Wall St. Rank held Bank of Hawaii as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.