AWS
BOC icon

Atria Wealth Solutions’s Boston Omaha BOC Stock Holding History

Atria Wealth Solutions’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
Q4 		– Sell
-10,889
Closed -$178K – 1938
2023
Q3 		$178K Buy
10,889
+744
+7% +$13.3K ﹤0.01% 1726
2023
Q2 		$191K Buy
+10,145
New +$206K ﹤0.01% 1713

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
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Atria Wealth Solutions's BOC Position: Q4 2023 in Review

Atria Wealth Solutions sold out of Boston Omaha (BOC) in Q4 2023, closing a stake of 10,889 shares — an estimated $178K sold.

Atria Wealth Solutions first reported a position in BOC in Q2 2023 and held it in 2 quarters. The position peaked at $191K in Q2 2023. 136 funds tracked by Wall St. Rank hold BOC as of Q4 2023.

  • Atria Wealth Solutions reported no remaining Boston Omaha position as of Q4 2023 after selling out during the quarter.
  • Atria Wealth Solutions sold 10,889 Boston Omaha shares in Q4 2023, an estimated $178K.
  • Atria Wealth Solutions first reported a position in Boston Omaha in Q2 2023 and held it in 2 quarters.
  • Atria Wealth Solutions's Boston Omaha position peaked at $191K in Q2 2023.
  • 136 funds tracked by Wall St. Rank held Boston Omaha as of Q4 2023.

Based on Atria Wealth Solutions's 13F filing for Q4 2023, filed 2 Feb 2024.