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Westside Investment Management’s Bank of Hawaii BOH Stock Holding History

Westside Investment 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
2024
Q3 		– Sell
-56
Closed -$3.6K – 993
2024
Q2 		$3.2K Sell
56
-58
-51% -$3.37K ﹤0.01% 826
2024
Q1 		$7.15K Hold
114
– – ﹤0.01% 678
2023
Q4 		$8.26K Sell
114
-149
-57% -$8.55K ﹤0.01% 627
2023
Q3 		$13.1K Sell
263
-49
-16% -$2.52K ﹤0.01% 544
2023
Q2 		$12.9K Buy
312
+1
+0.3% +$44 ﹤0.01% 549
2023
Q1 		$16.2K Hold
311
– – ﹤0.01% 514
2022
Q4 		$24 Buy
311
+1
+0.3% +$78 ﹤0.01% 512
2022
Q3 		$23 Sell
310
-475
-61% -$37.3K ﹤0.01% 498
2022
Q2 		$58 Sell
785
-114
-13% -$8.78K ﹤0.01% 396
2022
Q1 		$75 Hold
899
– – ﹤0.01% 387
2021
Q4 		$75 Buy
899
+1
+0.1% +$84 ﹤0.01% 371
2021
Q3 		$73 Hold
898
– – ﹤0.01% 363
2021
Q2 		$75 Buy
898
+1
+0.1% +$90 ﹤0.01% 354
2021
Q1 		$80 Hold
897
– – ﹤0.01% 342
2020
Q4 		$68 Hold
897
– – ﹤0.01% 316
2020
Q3 		$45 Sell
897
-506
-36% -$28.3K ﹤0.01% 351
2020
Q2 		$86 Hold
1,403
– – ﹤0.01% 289
2020
Q1 		$77 Buy
+1,403
New +$113K ﹤0.01% 294
2019
Q2 		$62 Buy
+748
New +$60.2K ﹤0.01% 290
2018
Q4 		$10.5K Hold
156
– – ﹤0.01% 462
2018
Q3 		$12.2K Hold
156
– – ﹤0.01% 455
2018
Q2 		$13K Hold
156
– – ﹤0.01% 506
2018
Q1 		$12.7K Hold
156
– – 0.01% 495
2017
Q4 		$13.4K Hold
156
– – 0.01% 497
2017
Q3 		$13.2K Hold
156
– – 0.01% 483
2017
Q2 		$12.9K Hold
156
– – 0.01% 481
2017
Q1 		$12.4K Buy
+156
New +$13.3K 0.01% 443

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Westside Investment Management's BOH Position: Q3 2024 in Review

Westside Investment Management sold out of Bank of Hawaii (BOH) in Q3 2024, closing a stake of 56 shares — an estimated $3.6K sold.

Westside Investment Management first reported a position in BOH in Q1 2017 and held it in 27 quarters. The position peaked at $16.2K in Q1 2023. 278 funds tracked by Wall St. Rank hold BOH as of Q3 2024.

  • Westside Investment Management reported no remaining Bank of Hawaii position as of Q3 2024 after selling out during the quarter.
  • Westside Investment Management sold 56 Bank of Hawaii shares in Q3 2024, an estimated $3.6K.
  • Westside Investment Management first reported a position in Bank of Hawaii in Q1 2017 and held it in 27 quarters.
  • Westside Investment Management's Bank of Hawaii position peaked at $16.2K in Q1 2023.
  • 278 funds tracked by Wall St. Rank held Bank of Hawaii as of Q3 2024.

Based on Westside Investment Management's 13F filing for Q3 2024, filed 20 Nov 2024.