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Win Advisors’s Bank of Hawaii BOH Stock Holding History

Win 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
2022
Q4 		– Sell
-282
Closed -$21K – 138
2022
Q3 		$21K Sell
282
-19
-6% -$1.49K 0.01% 61
2022
Q2 		$23K Buy
301
+97
+48% +$7.47K 0.05% 76
2022
Q1 		$17K Buy
+204
New +$17.6K ﹤0.01% 120

Other funds holding BOH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Win Advisors's BOH Position: Q4 2022 in Review

Win Advisors sold out of Bank of Hawaii (BOH) in Q4 2022, closing a stake of 282 shares — an estimated $21K sold.

Win Advisors first reported a position in BOH in Q1 2022 and held it in 3 quarters. The position peaked at $23K in Q2 2022. 298 funds tracked by Wall St. Rank hold BOH as of Q4 2022.

  • Win Advisors reported no remaining Bank of Hawaii position as of Q4 2022 after selling out during the quarter.
  • Win Advisors sold 282 Bank of Hawaii shares in Q4 2022, an estimated $21K.
  • Win Advisors first reported a position in Bank of Hawaii in Q1 2022 and held it in 3 quarters.
  • Win Advisors's Bank of Hawaii position peaked at $23K in Q2 2022.
  • 298 funds tracked by Wall St. Rank held Bank of Hawaii as of Q4 2022.

Based on Win Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.