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Blue Bell Private Wealth Management’s Boise Cascade BCC Stock Holding History

Blue Bell Private 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
-100
Closed -$6.87K – 665
2022
Q4 		$6.87K Hold
100
– – ﹤0.01% 420
2022
Q3 		$6K Hold
100
– – ﹤0.01% 433
2022
Q2 		$6K Buy
100
+50
+100% +$3.69K ﹤0.01% 466
2022
Q1 		$3K Buy
+50
New +$3.77K ﹤0.01% 620

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

Blue Bell Private Wealth Management's BCC Position: Q1 2023 in Review

Blue Bell Private Wealth Management sold out of Boise Cascade (BCC) in Q1 2023, closing a stake of 100 shares — an estimated $6.87K sold.

Blue Bell Private Wealth Management first reported a position in BCC in Q1 2022 and held it in 4 quarters. The position peaked at $6.87K in Q4 2022. 301 funds tracked by Wall St. Rank hold BCC as of Q1 2023.

  • Blue Bell Private Wealth Management reported no remaining Boise Cascade position as of Q1 2023 after selling out during the quarter.
  • Blue Bell Private Wealth Management sold 100 Boise Cascade shares in Q1 2023, an estimated $6.87K.
  • Blue Bell Private Wealth Management first reported a position in Boise Cascade in Q1 2022 and held it in 4 quarters.
  • Blue Bell Private Wealth Management's Boise Cascade position peaked at $6.87K in Q4 2022.
  • 301 funds tracked by Wall St. Rank held Boise Cascade as of Q1 2023.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2023, filed 8 May 2023.