CWA
BCC icon

Carolina Wealth Advisors’s Boise Cascade BCC Stock Holding History

Carolina 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
-579
Closed -$88.8K – 226
2024
Q1 		$88.8K Sell
579
-231
-29% -$31.2K 0.05% 81
2023
Q4 		$105K Hold
810
– – 0.05% 83
2023
Q3 		$83.5K Sell
810
-43
-5% -$4.42K 0.05% 96
2023
Q2 		$77.1K Buy
853
+3
+0.4% +$219 0.05% 86
2023
Q1 		$53.8K Sell
850
-4
-0.5% -$277 0.03% 107
2022
Q4 		$59K Sell
854
-296
-26% -$20.2K 0.04% 92
2022
Q3 		$68K Buy
1,150
+10
+0.9% +$644 0.05% 87
2022
Q2 		$68K Sell
1,140
-382
-25% -$28.2K 0.04% 105
2022
Q1 		$106K Buy
1,522
+82
+6% +$6.17K 0.07% 96
2021
Q4 		$103K Buy
1,440
+33
+2% +$2.13K 0.06% 99
2021
Q3 		$76K Sell
1,407
-10
-0.7% -$544 0.05% 110
2021
Q2 		$83K Buy
1,417
+223
+19% +$14.5K 0.06% 112
2021
Q1 		$71K Buy
+1,194
New +$63.1K 0.05% 111

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

Carolina Wealth Advisors's BCC Position: Q2 2024 in Review

Carolina Wealth Advisors sold out of Boise Cascade (BCC) in Q2 2024, closing a stake of 579 shares — an estimated $88.8K sold.

Carolina Wealth Advisors first reported a position in BCC in Q1 2021 and held it in 13 quarters. The position peaked at $106K in Q1 2022. 371 funds tracked by Wall St. Rank hold BCC as of Q2 2024.

  • Carolina Wealth Advisors reported no remaining Boise Cascade position as of Q2 2024 after selling out during the quarter.
  • Carolina Wealth Advisors sold 579 Boise Cascade shares in Q2 2024, an estimated $88.8K.
  • Carolina Wealth Advisors first reported a position in Boise Cascade in Q1 2021 and held it in 13 quarters.
  • Carolina Wealth Advisors's Boise Cascade position peaked at $106K in Q1 2022.
  • 371 funds tracked by Wall St. Rank held Boise Cascade as of Q2 2024.

Based on Carolina Wealth Advisors's 13F filing for Q2 2024, filed 12 Jul 2024.