CFFP
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Center for Financial Planning’s Boise Cascade BCC Stock Holding History

Center for Financial Planning’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
2025
Q1 		– Sell
-8
Closed -$951 – 709
2024
Q4 		$951 Buy
+8
New +$1.1K ﹤0.01% 614

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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

Center for Financial Planning's BCC Position: Q1 2025 in Review

Center for Financial Planning sold out of Boise Cascade (BCC) in Q1 2025, closing a stake of 8 shares — an estimated $951 sold.

Center for Financial Planning first reported a position in BCC in Q4 2024 and held it in 1 quarter. The position peaked at $951 in Q4 2024. 351 funds tracked by Wall St. Rank hold BCC as of Q1 2025.

  • Center for Financial Planning reported no remaining Boise Cascade position as of Q1 2025 after selling out during the quarter.
  • Center for Financial Planning sold 8 Boise Cascade shares in Q1 2025, an estimated $951.
  • Center for Financial Planning first reported a position in Boise Cascade in Q4 2024 and held it in 1 quarter.
  • Center for Financial Planning's Boise Cascade position peaked at $951 in Q4 2024.
  • 351 funds tracked by Wall St. Rank held Boise Cascade as of Q1 2025.

Based on Center for Financial Planning's 13F filing for Q1 2025, filed 22 Apr 2025.