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Angeles Wealth Management’s Boston Omaha BOC Stock Holding History

Angeles Wealth Management’s Portfolio BOC Stock Details BOC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-8,209
Closed -$218K – 208
2022
Q4 		$218K Buy
+8,209
New +$215K 0.04% 161
2022
Q2 		– Sell
-8,209
Closed -$208K – 201
2022
Q1 		$208K Buy
+8,209
New +$224K 0.04% 157

Other funds holding BOC

MG
Magnolia Group Omaha, Nebraska $538M AUM 5.13% 1-Year Est. Return
MIOT
Massachusetts Institute of Technology Cambridge, Massachusetts $577M AUM 8.5% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
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
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
LKIM
Lawson Kroeker Investment Management Omaha, Nebraska $343M AUM 17.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Angeles Wealth Management's BOC Position: Q1 2023 in Review

Angeles Wealth Management sold out of Boston Omaha (BOC) in Q1 2023, closing a stake of 8,209 shares — an estimated $218K sold.

Angeles Wealth Management first reported a position in BOC in Q1 2022 and held it in 2 quarters. The position peaked at $218K in Q4 2022. 114 funds tracked by Wall St. Rank hold BOC as of Q1 2023.

  • Angeles Wealth Management reported no remaining Boston Omaha position as of Q1 2023 after selling out during the quarter.
  • Angeles Wealth Management sold 8,209 Boston Omaha shares in Q1 2023, an estimated $218K.
  • Angeles Wealth Management first reported a position in Boston Omaha in Q1 2022 and held it in 2 quarters.
  • Angeles Wealth Management's Boston Omaha position peaked at $218K in Q4 2022.
  • 114 funds tracked by Wall St. Rank held Boston Omaha as of Q1 2023.

Based on Angeles Wealth Management's 13F filing for Q1 2023, filed 11 May 2023.