Wealthcare Advisory Partners’s Bank of Hawaii BOH Stock Holding History

Wealthcare Advisory 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
2021 Q2	–	Sell	-134	Closed	-$12K	–	707
2021 Q1	$12K	Buy	+134	New	+$11.7K	﹤0.01%	1379
2020 Q2	–	Sell	-100	Closed	-$6K	–	433
2020 Q1	$6K	Hold	100	–	–	﹤0.01%	1039
2019 Q4	$10K	Hold	100	–	–	﹤0.01%	929
2019 Q3	$9K	Hold	100	–	–	﹤0.01%	936
2019 Q2	$8K	Hold	100	–	–	﹤0.01%	949
2019 Q1	$8K	Hold	100	–	–	﹤0.01%	855
2018 Q4	$7K	Hold	100	–	–	﹤0.01%	853
2018 Q3	$8K	Hold	100	–	–	﹤0.01%	889
2018 Q2	$8K	Hold	100	–	–	﹤0.01%	884
2018 Q1	$8K	Buy	+100	New	+$8.46K	﹤0.01%	764

Other funds holding BOH

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

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

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

Neuberger Berman Group New York $131B AUM 28.36% 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

ACA

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wealthcare Advisory Partners's BOH Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Bank of Hawaii (BOH) in Q2 2021, closing a stake of 134 shares — an estimated $12K sold.

Wealthcare Advisory Partners first reported a position in BOH in Q1 2018 and held it in 10 quarters. The position peaked at $12K in Q1 2021. 307 funds tracked by Wall St. Rank hold BOH as of Q2 2021.

Wealthcare Advisory Partners reported no remaining Bank of Hawaii position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 134 Bank of Hawaii shares in Q2 2021, an estimated $12K.
Wealthcare Advisory Partners first reported a position in Bank of Hawaii in Q1 2018 and held it in 10 quarters.
Wealthcare Advisory Partners's Bank of Hawaii position peaked at $12K in Q1 2021.
307 funds tracked by Wall St. Rank held Bank of Hawaii as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.