AWA
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Authentikos Wealth Advisory’s Boston Omaha BOC Stock Holding History

Authentikos Wealth Advisory’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
-40
Closed -$656 – 118
2023
Q3 		$656 Buy
+40
New +$718 ﹤0.01% 545

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

Authentikos Wealth Advisory's BOC Position: Q4 2023 in Review

Authentikos Wealth Advisory sold out of Boston Omaha (BOC) in Q4 2023, closing a stake of 40 shares — an estimated $656 sold.

Authentikos Wealth Advisory first reported a position in BOC in Q3 2023 and held it in 1 quarter. The position peaked at $656 in Q3 2023. 136 funds tracked by Wall St. Rank hold BOC as of Q4 2023.

  • Authentikos Wealth Advisory reported no remaining Boston Omaha position as of Q4 2023 after selling out during the quarter.
  • Authentikos Wealth Advisory sold 40 Boston Omaha shares in Q4 2023, an estimated $656.
  • Authentikos Wealth Advisory first reported a position in Boston Omaha in Q3 2023 and held it in 1 quarter.
  • Authentikos Wealth Advisory's Boston Omaha position peaked at $656 in Q3 2023.
  • 136 funds tracked by Wall St. Rank held Boston Omaha as of Q4 2023.

Based on Authentikos Wealth Advisory's 13F filing for Q4 2023, filed 30 Jan 2024.