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Confluence Wealth Services’s Boise Cascade BCC Stock Holding History

Confluence Wealth Services’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
2022
Q1 		– Sell
-87
Closed -$6K – 330
2021
Q4 		$6K Buy
+87
New +$5.61K ﹤0.01% 1012

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
RG
Rathbones Group Liverpool, United Kingdom $25B AUM 18.87% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Confluence Wealth Services's BCC Position: Q1 2022 in Review

Confluence Wealth Services sold out of Boise Cascade (BCC) in Q1 2022, closing a stake of 87 shares — an estimated $6K sold.

Confluence Wealth Services first reported a position in BCC in Q4 2021 and held it in 1 quarter. The position peaked at $6K in Q4 2021. 298 funds tracked by Wall St. Rank hold BCC as of Q1 2022.

  • Confluence Wealth Services reported no remaining Boise Cascade position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 87 Boise Cascade shares in Q1 2022, an estimated $6K.
  • Confluence Wealth Services first reported a position in Boise Cascade in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's Boise Cascade position peaked at $6K in Q4 2021.
  • 298 funds tracked by Wall St. Rank held Boise Cascade as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.