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Concourse Financial Group Securities’s Boston Omaha BOC Stock Holding History

Concourse Financial Group Securities’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
Q2 		– Sell
-200
Closed -$2.96K – 2305
2024
Q1 		$3.09K Hold
200
– – ﹤0.01% 1981
2023
Q4 		$3.15K Hold
200
– – ﹤0.01% 1945
2023
Q3 		$3.28K Hold
200
– – ﹤0.01% 1912
2023
Q2 		$3.76K Hold
200
– – ﹤0.01% 1901
2023
Q1 		$4.73K Buy
+200
New +$4.98K ﹤0.01% 1883
2022
Q1 		– Sell
-200
Closed -$5.45K – 2179
2021
Q4 		$6K Hold
200
– – ﹤0.01% 1989
2021
Q3 		$8K Hold
200
– – ﹤0.01% 1940
2021
Q2 		$6K Buy
+200
New +$5.81K ﹤0.01% 1995

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 $3.8B AUM 23.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ICP
Ironvine Capital Partners Omaha, Nebraska $910M AUM 10.64% 1-Year Est. Return

Concourse Financial Group Securities's BOC Position: Q2 2024 in Review

Concourse Financial Group Securities sold out of Boston Omaha (BOC) in Q2 2024, closing a stake of 200 shares — an estimated $2.96K sold.

Concourse Financial Group Securities first reported a position in BOC in Q2 2021 and held it in 8 quarters. The position peaked at $8K in Q3 2021. 122 funds tracked by Wall St. Rank hold BOC as of Q2 2024.

  • Concourse Financial Group Securities reported no remaining Boston Omaha position as of Q2 2024 after selling out during the quarter.
  • Concourse Financial Group Securities sold 200 Boston Omaha shares in Q2 2024, an estimated $2.96K.
  • Concourse Financial Group Securities first reported a position in Boston Omaha in Q2 2021 and held it in 8 quarters.
  • Concourse Financial Group Securities's Boston Omaha position peaked at $8K in Q3 2021.
  • 122 funds tracked by Wall St. Rank held Boston Omaha as of Q2 2024.

Based on Concourse Financial Group Securities's 13F filing for Q2 2024, filed 23 Jul 2024.