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Centric Wealth Management’s Boise Cascade BCC Stock Holding History

Centric 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
Q4 		– Sell
-26,137
Closed -$2.69M – 158
2023
Q3 		$2.69M Buy
+26,137
New +$2.69M 1.13% 22

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
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Centric Wealth Management's BCC Position: Q4 2023 in Review

Centric Wealth Management sold out of Boise Cascade (BCC) in Q4 2023, closing a stake of 26,137 shares — an estimated $2.69M sold.

Centric Wealth Management first reported a position in BCC in Q3 2023 and held it in 1 quarter. The position peaked at $2.69M in Q3 2023. 366 funds tracked by Wall St. Rank hold BCC as of Q4 2023.

  • Centric Wealth Management reported no remaining Boise Cascade position as of Q4 2023 after selling out during the quarter.
  • Centric Wealth Management sold 26,137 Boise Cascade shares in Q4 2023, an estimated $2.69M.
  • Centric Wealth Management first reported a position in Boise Cascade in Q3 2023 and held it in 1 quarter.
  • Centric Wealth Management's Boise Cascade position peaked at $2.69M in Q3 2023.
  • 366 funds tracked by Wall St. Rank held Boise Cascade as of Q4 2023.

Based on Centric Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.