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Beacon Harbor Wealth Advisors’s Boise Cascade BCC Stock Holding History

Beacon Harbor 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
2022
Q2 		– Sell
-56,008
Closed -$3.89M – 71
2022
Q1 		$3.89M Buy
+56,008
New +$4.22M 1.27% 40

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Beacon Harbor Wealth Advisors's BCC Position: Q2 2022 in Review

Beacon Harbor Wealth Advisors sold out of Boise Cascade (BCC) in Q2 2022, closing a stake of 56,008 shares — an estimated $3.89M sold.

Beacon Harbor Wealth Advisors first reported a position in BCC in Q1 2022 and held it in 1 quarter. The position peaked at $3.89M in Q1 2022. 293 funds tracked by Wall St. Rank hold BCC as of Q2 2022.

  • Beacon Harbor Wealth Advisors reported no remaining Boise Cascade position as of Q2 2022 after selling out during the quarter.
  • Beacon Harbor Wealth Advisors sold 56,008 Boise Cascade shares in Q2 2022, an estimated $3.89M.
  • Beacon Harbor Wealth Advisors first reported a position in Boise Cascade in Q1 2022 and held it in 1 quarter.
  • Beacon Harbor Wealth Advisors's Boise Cascade position peaked at $3.89M in Q1 2022.
  • 293 funds tracked by Wall St. Rank held Boise Cascade as of Q2 2022.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q2 2022, filed 4 Aug 2022.