Clearstead Advisors’s Boston Omaha BOC Stock Holding History

Clearstead Advisors’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
2023 Q4	–	Sell	-280	Closed	-$4.59K	–	1535
2023 Q3	$4.59K	Buy	280 +140	+100%	+$2.51K	﹤0.01%	1260
2023 Q2	$2.63K	Hold	140	–	–	﹤0.01%	1113
2023 Q1	$3.31K	Hold	140	–	–	﹤0.01%	1070
2022 Q4	$3.71K	Hold	140	–	–	﹤0.01%	1013
2022 Q3	$3K	Buy	140 +10	+8%	+$248	﹤0.01%	1019
2022 Q2	$3K	Hold	130	–	–	﹤0.01%	1048
2022 Q1	$3K	Hold	130	–	–	﹤0.01%	1136
2021 Q4	$4K	Hold	130	–	–	﹤0.01%	1015
2021 Q3	$5K	Hold	130	–	–	﹤0.01%	1015
2021 Q2	$4K	Hold	130	–	–	﹤0.01%	905
2021 Q1	$4K	Buy	130 +40	+44%	+$1.45K	﹤0.01%	880
2020 Q4	$2K	Buy	+90	New	+$1.84K	﹤0.01%	875

Other funds holding BOC

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 New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Clearstead Advisors's BOC Position: Q4 2023 in Review

Clearstead Advisors sold out of Boston Omaha (BOC) in Q4 2023, closing a stake of 280 shares — an estimated $4.59K sold.

Clearstead Advisors first reported a position in BOC in Q4 2020 and held it in 12 quarters. The position peaked at $5K in Q3 2021. 136 funds tracked by Wall St. Rank hold BOC as of Q4 2023.

Clearstead Advisors reported no remaining Boston Omaha position as of Q4 2023 after selling out during the quarter.
Clearstead Advisors sold 280 Boston Omaha shares in Q4 2023, an estimated $4.59K.
Clearstead Advisors first reported a position in Boston Omaha in Q4 2020 and held it in 12 quarters.
Clearstead Advisors's Boston Omaha position peaked at $5K in Q3 2021.
136 funds tracked by Wall St. Rank held Boston Omaha as of Q4 2023.

Based on Clearstead Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.