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West Branch Capital’s Bank of Hawaii BOH Stock Holding History

West Branch Capital’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
2023
Q2 		– Sell
-300
Closed -$15.6K – 451
2023
Q1 		$15.6K Hold
300
– – 0.01% 250
2022
Q4 		$23.3K Sell
300
-125
-29% -$9.69K 0.01% 217
2022
Q3 		$32K Buy
425
+125
+42% +$9.83K 0.02% 199
2022
Q2 		$22K Hold
300
– – 0.01% 217
2022
Q1 		$25K Hold
300
– – 0.01% 227
2021
Q4 		$25K Hold
300
– – 0.01% 245
2021
Q3 		$25K Hold
300
– – 0.01% 233
2021
Q2 		$25K Buy
+300
New +$26.9K 0.01% 240

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

West Branch Capital's BOH Position: Q2 2023 in Review

West Branch Capital sold out of Bank of Hawaii (BOH) in Q2 2023, closing a stake of 300 shares — an estimated $15.6K sold.

West Branch Capital first reported a position in BOH in Q2 2021 and held it in 8 quarters. The position peaked at $32K in Q3 2022. 243 funds tracked by Wall St. Rank hold BOH as of Q2 2023.

  • West Branch Capital reported no remaining Bank of Hawaii position as of Q2 2023 after selling out during the quarter.
  • West Branch Capital sold 300 Bank of Hawaii shares in Q2 2023, an estimated $15.6K.
  • West Branch Capital first reported a position in Bank of Hawaii in Q2 2021 and held it in 8 quarters.
  • West Branch Capital's Bank of Hawaii position peaked at $32K in Q3 2022.
  • 243 funds tracked by Wall St. Rank held Bank of Hawaii as of Q2 2023.

Based on West Branch Capital's 13F filing for Q2 2023, filed 7 Aug 2023.