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Core Wealth Advisors (Florida)’s Boise Cascade BCC Stock Holding History

Core Wealth Advisors (Florida)’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
2024
Q2 		– Sell
-100
Closed -$15.3K – 73
2024
Q1 		$15.3K Hold
100
– – 0.01% 160
2023
Q4 		$12.9K Hold
100
– – ﹤0.01% 167
2023
Q3 		$10.3K Hold
100
– – ﹤0.01% 157
2023
Q2 		$9.04K Hold
100
– – ﹤0.01% 162
2023
Q1 		$6.33K Hold
100
– – ﹤0.01% 182
2022
Q4 		$6.87K Hold
100
– – ﹤0.01% 186
2022
Q3 		$6K Hold
100
– – ﹤0.01% 161
2022
Q2 		$6K Hold
100
– – ﹤0.01% 165
2022
Q1 		$7K Buy
+100
New +$7.53K ﹤0.01% 155

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Core Wealth Advisors (Florida)'s BCC Position: Q2 2024 in Review

Core Wealth Advisors (Florida) sold out of Boise Cascade (BCC) in Q2 2024, closing a stake of 100 shares — an estimated $15.3K sold.

Core Wealth Advisors (Florida) first reported a position in BCC in Q1 2022 and held it in 9 quarters. The position peaked at $15.3K in Q1 2024. 371 funds tracked by Wall St. Rank hold BCC as of Q2 2024.

  • Core Wealth Advisors (Florida) reported no remaining Boise Cascade position as of Q2 2024 after selling out during the quarter.
  • Core Wealth Advisors (Florida) sold 100 Boise Cascade shares in Q2 2024, an estimated $15.3K.
  • Core Wealth Advisors (Florida) first reported a position in Boise Cascade in Q1 2022 and held it in 9 quarters.
  • Core Wealth Advisors (Florida)'s Boise Cascade position peaked at $15.3K in Q1 2024.
  • 371 funds tracked by Wall St. Rank held Boise Cascade as of Q2 2024.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2024, filed 15 Aug 2024.