Berman Capital Advisors’s Boise Cascade BCC Stock Holding History

Berman Capital 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
2021 Q3	$5K	Sell	107 -5	-4%	-$272	﹤0.01%	1412
2021 Q2	$6K	Buy	112 +38	+51%	+$2.46K	﹤0.01%	1274
2021 Q1	$4K	Buy	74 +7	+10%	+$370	﹤0.01%	1313
2020 Q4	$3K	Hold	67	–	–	﹤0.01%	1269
2020 Q3	$2K	Hold	67	–	–	﹤0.01%	1259
2020 Q2	$2K	Hold	67	–	–	﹤0.01%	1239
2020 Q1	$1K	Hold	67	–	–	﹤0.01%	1248
2019 Q4	$2K	Hold	67	–	–	﹤0.01%	1169
2019 Q3	$2K	Hold	67	–	–	﹤0.01%	1148
2019 Q2	$1K	Buy	+67	New	+$1.74K	﹤0.01%	1301

Other funds holding BCC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Berman Capital Advisors's BCC Position: Q3 2021 in Review

Berman Capital Advisors reduced its Boise Cascade (BCC) stake by 4.5% in Q3 2021, selling an estimated $272 and leaving 107 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #1412.

Berman Capital Advisors first reported a position in BCC in Q2 2019 and has held it in 10 quarters since. The position peaked at $6K in Q2 2021. 243 funds tracked by Wall St. Rank hold BCC as of Q3 2021.

Berman Capital Advisors held 107 shares of Boise Cascade worth $5K as of Q3 2021.
Berman Capital Advisors sold 5 Boise Cascade shares in Q3 2021, an estimated $272.
Boise Cascade made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1412 holding.
Berman Capital Advisors first reported a position in Boise Cascade in Q2 2019 and has held it in 10 quarters since.
Berman Capital Advisors's Boise Cascade position peaked at $6K in Q2 2021.
243 funds tracked by Wall St. Rank held Boise Cascade as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.