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Atlas Private Wealth Management’s Boston Omaha BOC Stock Holding History

Atlas Private 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
2021
Q2 		– Sell
-300
Closed -$9K – 145
2021
Q1 		$9K Hold
300
– – 0.01% 316
2020
Q4 		$8K Hold
300
– – 0.01% 321
2020
Q3 		$5K Hold
300
– – ﹤0.01% 350
2020
Q2 		$5K Hold
300
– – ﹤0.01% 379
2020
Q1 		$5K Hold
300
– – ﹤0.01% 362
2019
Q4 		$6K Buy
+300
New +$6.29K ﹤0.01% 380

Other funds holding BOC

MG
Magnolia Group Omaha, Nebraska $538M AUM 5.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
RCC
Red Cedar Capital Omaha, Nebraska $158M AUM 6.57% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
APG
Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Atlas Private Wealth Management's BOC Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of Boston Omaha (BOC) in Q2 2021, closing a stake of 300 shares — an estimated $9K sold.

Atlas Private Wealth Management first reported a position in BOC in Q4 2019 and held it in 6 quarters. The position peaked at $9K in Q1 2021. 100 funds tracked by Wall St. Rank hold BOC as of Q2 2021.

  • Atlas Private Wealth Management reported no remaining Boston Omaha position as of Q2 2021 after selling out during the quarter.
  • Atlas Private Wealth Management sold 300 Boston Omaha shares in Q2 2021, an estimated $9K.
  • Atlas Private Wealth Management first reported a position in Boston Omaha in Q4 2019 and held it in 6 quarters.
  • Atlas Private Wealth Management's Boston Omaha position peaked at $9K in Q1 2021.
  • 100 funds tracked by Wall St. Rank held Boston Omaha as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.