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Carroll Financial Associates’s Boston Omaha BOC Stock Holding History

Carroll Financial Associates’s Portfolio BOC Stock Details BOC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$5K Buy
+200
New +$6.53K ﹤0.01% 1324

Other funds holding BOC

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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MIOT
Massachusetts Institute of Technology Cambridge, Massachusetts $577M AUM 8.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
RCC
Red Cedar Capital Omaha, Nebraska $158M AUM 6.57% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Carroll Financial Associates's BOC Position: Q4 2021 in Review

Carroll Financial Associates opened a new position in Boston Omaha (BOC) in Q4 2021: 200 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #1324 among its holdings.

117 funds tracked by Wall St. Rank hold BOC as of Q4 2021.

  • Carroll Financial Associates held 200 shares of Boston Omaha worth $5K as of Q4 2021.
  • Boston Omaha was a new Carroll Financial Associates position in Q4 2021.
  • Boston Omaha made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #1324 holding.
  • 117 funds tracked by Wall St. Rank held Boston Omaha as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.