BRWA
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B. Riley Wealth Advisors’s Boise Cascade BCC Stock Holding History

B. Riley Wealth Advisors’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
Q2 		– Sell
-4,857
Closed -$500K – 1402
2024
Q1 		$500K Buy
+4,857
New +$656K 0.01% 791
2023
Q4 		– Sell
-4,857
Closed -$500K – 1398
2023
Q3 		$500K Sell
4,857
-1,084
-18% -$112K 0.01% 791
2023
Q2 		$537K Buy
5,941
+30
+0.5% +$2.19K 0.01% 817
2023
Q1 		$374K Buy
5,911
+189
+3% +$13.1K 0.01% 944
2022
Q4 		$393K Sell
5,722
-1,012
-15% -$69.1K 0.01% 893
2022
Q3 		$401K Buy
6,734
+1,428
+27% +$91.9K 0.01% 859
2022
Q2 		$316K Sell
5,306
-460
-8% -$33.9K 0.01% 851
2022
Q1 		$401K Buy
+5,766
New +$434K 0.01% 869

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 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

B. Riley Wealth Advisors's BCC Position: Q2 2024 in Review

B. Riley Wealth Advisors sold out of Boise Cascade (BCC) in Q2 2024, closing a stake of 4,857 shares — an estimated $500K sold.

B. Riley Wealth Advisors first reported a position in BCC in Q1 2022 and held it in 8 quarters. The position peaked at $537K in Q2 2023. 371 funds tracked by Wall St. Rank hold BCC as of Q2 2024.

  • B. Riley Wealth Advisors reported no remaining Boise Cascade position as of Q2 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 4,857 Boise Cascade shares in Q2 2024, an estimated $500K.
  • B. Riley Wealth Advisors first reported a position in Boise Cascade in Q1 2022 and held it in 8 quarters.
  • B. Riley Wealth Advisors's Boise Cascade position peaked at $537K in Q2 2023.
  • 371 funds tracked by Wall St. Rank held Boise Cascade as of Q2 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2024, filed 19 Aug 2024.