AWM
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Avior Wealth Management’s Boston Omaha BOC Stock Holding History

Avior 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
2025
Q1 		– Sell
-535
Closed -$7.59K – 933
2024
Q4 		$7.59K Sell
535
-185
-26% -$2.75K ﹤0.01% 1713
2024
Q3 		$10.7K Buy
720
+10
+1% +$139 ﹤0.01% 1533
2024
Q2 		$9.56K Sell
710
-5
-0.7% -$74 ﹤0.01% 1526
2024
Q1 		$11.1K Buy
715
+5
+0.7% +$79 ﹤0.01% 1832
2023
Q4 		$11.2K Hold
710
– – ﹤0.01% 973
2023
Q3 		$11.6K Sell
710
-1,515
-68% -$27.2K ﹤0.01% 1018
2023
Q2 		$41.9K Hold
2,225
– – ﹤0.01% 805
2023
Q1 		$52.7K Hold
2,225
– – ﹤0.01% 756
2022
Q4 		$59K Hold
2,225
– – ﹤0.01% 600
2022
Q3 		$51K Hold
2,225
– – ﹤0.01% 600
2022
Q2 		$45K Hold
2,225
– – ﹤0.01% 582
2022
Q1 		$56K Buy
2,225
+185
+9% +$5.04K ﹤0.01% 574
2021
Q4 		$58K Buy
2,040
+175
+9% +$5.71K ﹤0.01% 566
2021
Q3 		$72K Hold
1,865
– – 0.01% 524
2021
Q2 		$59K Buy
1,865
+65
+4% +$1.89K 0.01% 512
2021
Q1 		$53K Hold
1,800
– – 0.01% 518
2020
Q4 		$49K Buy
1,800
+1,140
+173% +$23.3K 0.01% 493
2020
Q3 		$10K Buy
660
+460
+230% +$7.4K ﹤0.01% 681
2020
Q2 		$3K Hold
200
– – ﹤0.01% 751
2020
Q1 		$3K Hold
200
– – ﹤0.01% 658
2019
Q4 		$4K Hold
200
– – ﹤0.01% 662
2019
Q3 		$3K Hold
200
– – ﹤0.01% 647
2019
Q2 		$5K Hold
200
– – ﹤0.01% 643
2019
Q1 		$4K Hold
200
– – ﹤0.01% 583
2018
Q4 		$4K Buy
+200
New +$5.21K ﹤0.01% 628

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ECM
Elgethun Capital Management Sioux Falls, South Dakota $605M AUM 12.89% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 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

Avior Wealth Management's BOC Position: Q1 2025 in Review

Avior Wealth Management sold out of Boston Omaha (BOC) in Q1 2025, closing a stake of 535 shares — an estimated $7.59K sold.

Avior Wealth Management first reported a position in BOC in Q4 2018 and held it in 25 quarters. The position peaked at $72K in Q3 2021. 131 funds tracked by Wall St. Rank hold BOC as of Q1 2025.

  • Avior Wealth Management reported no remaining Boston Omaha position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 535 Boston Omaha shares in Q1 2025, an estimated $7.59K.
  • Avior Wealth Management first reported a position in Boston Omaha in Q4 2018 and held it in 25 quarters.
  • Avior Wealth Management's Boston Omaha position peaked at $72K in Q3 2021.
  • 131 funds tracked by Wall St. Rank held Boston Omaha as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.