BSW
CABO icon

Buckingham Strategic Wealth’s Cable One CABO Stock Holding History

Buckingham Strategic Wealth’s Portfolio CABO Stock Details CABO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-287
Closed -$204K – 702
2023
Q1 		$204K Hold
287
– – ﹤0.01% 564
2022
Q4 		$204K Buy
287
+4
+1% +$2.98K ﹤0.01% 566
2022
Q3 		$241K Hold
283
– – ﹤0.01% 513
2022
Q2 		$365K Buy
283
+14
+5% +$17.8K 0.01% 430
2022
Q1 		$394K Hold
269
– – 0.01% 414
2021
Q4 		$474K Hold
269
– – 0.01% 379
2021
Q3 		$488K Hold
269
– – 0.01% 362
2021
Q2 		$515K Hold
269
– – 0.01% 348
2021
Q1 		$492K Buy
+269
New +$526K 0.02% 329

Other funds holding CABO

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.53B AUM 0.87% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return