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Axxcess Wealth Management’s Boise Cascade BCC Stock Holding History

Axxcess Wealth Management’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
2023
Q1 		– Sell
-6,605
Closed -$454K – 639
2022
Q4 		$454K Buy
+6,605
New +$451K 0.04% 372

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Axxcess Wealth Management's BCC Position: Q1 2023 in Review

Axxcess Wealth Management sold out of Boise Cascade (BCC) in Q1 2023, closing a stake of 6,605 shares — an estimated $454K sold.

Axxcess Wealth Management first reported a position in BCC in Q4 2022 and held it in 1 quarter. The position peaked at $454K in Q4 2022. 301 funds tracked by Wall St. Rank hold BCC as of Q1 2023.

  • Axxcess Wealth Management reported no remaining Boise Cascade position as of Q1 2023 after selling out during the quarter.
  • Axxcess Wealth Management sold 6,605 Boise Cascade shares in Q1 2023, an estimated $454K.
  • Axxcess Wealth Management first reported a position in Boise Cascade in Q4 2022 and held it in 1 quarter.
  • Axxcess Wealth Management's Boise Cascade position peaked at $454K in Q4 2022.
  • 301 funds tracked by Wall St. Rank held Boise Cascade as of Q1 2023.

Based on Axxcess Wealth Management's 13F filing for Q1 2023, filed 3 May 2023.