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Atria Wealth Solutions’s Boise Cascade BCC Stock Holding History

Atria Wealth Solutions’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
Q4 		– Sell
-1,603
Closed -$226K – 1978
2024
Q3 		$226K Sell
1,603
-108
-6% -$14.1K ﹤0.01% 1699
2024
Q2 		$204K Hold
1,711
– – ﹤0.01% 1767
2024
Q1 		$262K Hold
1,711
– – ﹤0.01% 1647
2023
Q4 		$221K Buy
+1,711
New +$184K ﹤0.01% 1710

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Atria Wealth Solutions's BCC Position: Q4 2024 in Review

Atria Wealth Solutions sold out of Boise Cascade (BCC) in Q4 2024, closing a stake of 1,603 shares — an estimated $226K sold.

Atria Wealth Solutions first reported a position in BCC in Q4 2023 and held it in 4 quarters. The position peaked at $262K in Q1 2024. 370 funds tracked by Wall St. Rank hold BCC as of Q4 2024.

  • Atria Wealth Solutions reported no remaining Boise Cascade position as of Q4 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 1,603 Boise Cascade shares in Q4 2024, an estimated $226K.
  • Atria Wealth Solutions first reported a position in Boise Cascade in Q4 2023 and held it in 4 quarters.
  • Atria Wealth Solutions's Boise Cascade position peaked at $262K in Q1 2024.
  • 370 funds tracked by Wall St. Rank held Boise Cascade as of Q4 2024.

Based on Atria Wealth Solutions's 13F filing for Q4 2024, filed 31 Jan 2025.