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AE Wealth Management’s Boise Cascade BCC Stock Holding History

AE Wealth Management’s Portfolio BCC Stock Details BCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-2,292
Closed -$309K – 1210
2023
Q4 		$309K Buy
+2,292
New +$246K ﹤0.01% 1685

Other funds holding BCC

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

AE Wealth Management's BCC Position: Q1 2024 in Review

AE Wealth Management sold out of Boise Cascade (BCC) in Q1 2024, closing a stake of 2,292 shares — an estimated $309K sold.

AE Wealth Management first reported a position in BCC in Q4 2023 and held it in 1 quarter. The position peaked at $309K in Q4 2023. 384 funds tracked by Wall St. Rank hold BCC as of Q1 2024.

  • AE Wealth Management reported no remaining Boise Cascade position as of Q1 2024 after selling out during the quarter.
  • AE Wealth Management sold 2,292 Boise Cascade shares in Q1 2024, an estimated $309K.
  • AE Wealth Management first reported a position in Boise Cascade in Q4 2023 and held it in 1 quarter.
  • AE Wealth Management's Boise Cascade position peaked at $309K in Q4 2023.
  • 384 funds tracked by Wall St. Rank held Boise Cascade as of Q1 2024.

Based on AE Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.