CIBC Private Wealth Group
BOC icon

CIBC Private Wealth Group’s Boston Omaha BOC Stock Holding History

CIBC Private Wealth Group’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
2024
Q3 		– Sell
-515
Closed -$6.6K – 3134
2024
Q2 		$6.6K Hold
515
– – ﹤0.01% 2433
2024
Q1 		$7.9K Buy
+515
New +$8.1K ﹤0.01% 2370

Other funds holding BOC

MG
Magnolia Group Omaha, Nebraska $538M AUM 5.13% 1-Year Est. Return
MIOT
Massachusetts Institute of Technology Cambridge, Massachusetts $577M AUM 8.5% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LKIM
Lawson Kroeker Investment Management Omaha, Nebraska $343M AUM 17.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CIBC Private Wealth Group's BOC Position: Q3 2024 in Review

CIBC Private Wealth Group sold out of Boston Omaha (BOC) in Q3 2024, closing a stake of 515 shares — an estimated $6.6K sold.

CIBC Private Wealth Group first reported a position in BOC in Q1 2024 and held it in 2 quarters. The position peaked at $7.9K in Q1 2024. 126 funds tracked by Wall St. Rank hold BOC as of Q3 2024.

  • CIBC Private Wealth Group reported no remaining Boston Omaha position as of Q3 2024 after selling out during the quarter.
  • CIBC Private Wealth Group sold 515 Boston Omaha shares in Q3 2024, an estimated $6.6K.
  • CIBC Private Wealth Group first reported a position in Boston Omaha in Q1 2024 and held it in 2 quarters.
  • CIBC Private Wealth Group's Boston Omaha position peaked at $7.9K in Q1 2024.
  • 126 funds tracked by Wall St. Rank held Boston Omaha as of Q3 2024.

Based on CIBC Private Wealth Group's 13F filing for Q3 2024, filed 13 Nov 2024.