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Concord Wealth Partners’s Boston Omaha BOC Stock Holding History

Concord Wealth Partners’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
Q3 		– Sell
-140
Closed -$2.63K – 1042
2023
Q2 		$2.63K Hold
140
– – ﹤0.01% 821
2023
Q1 		$3.31K Hold
140
– – ﹤0.01% 736
2022
Q4 		$3.71K Buy
+140
New +$3.67K ﹤0.01% 824

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MIOT
Massachusetts Institute of Technology Cambridge, Massachusetts $577M AUM 8.5% 1-Year Est. Return
BlackRock
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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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
GG
Greenwood Gearhart Fayetteville, Arkansas $1.85B AUM 19.98% 1-Year Est. Return
LKIM
Lawson Kroeker Investment Management Omaha, Nebraska $343M AUM 17.29% 1-Year Est. Return
ICP
Ironvine Capital Partners Omaha, Nebraska $910M AUM 10.64% 1-Year Est. Return

Concord Wealth Partners's BOC Position: Q3 2023 in Review

Concord Wealth Partners sold out of Boston Omaha (BOC) in Q3 2023, closing a stake of 140 shares — an estimated $2.63K sold.

Concord Wealth Partners first reported a position in BOC in Q4 2022 and held it in 3 quarters. The position peaked at $3.71K in Q4 2022. 120 funds tracked by Wall St. Rank hold BOC as of Q3 2023.

  • Concord Wealth Partners reported no remaining Boston Omaha position as of Q3 2023 after selling out during the quarter.
  • Concord Wealth Partners sold 140 Boston Omaha shares in Q3 2023, an estimated $2.63K.
  • Concord Wealth Partners first reported a position in Boston Omaha in Q4 2022 and held it in 3 quarters.
  • Concord Wealth Partners's Boston Omaha position peaked at $3.71K in Q4 2022.
  • 120 funds tracked by Wall St. Rank held Boston Omaha as of Q3 2023.

Based on Concord Wealth Partners's 13F filing for Q3 2023, filed 25 Oct 2023.