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CoreCap Advisors’s Boston Omaha BOC Stock Holding History

CoreCap 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
2022
Q3 		– Sell
-139
Closed -$3K – 718
2022
Q2 		$3K Buy
+139
New +$3.04K ﹤0.01% 1768
2022
Q1 		– Sell
-139
Closed -$4K – 731
2021
Q4 		$4K Buy
+139
New +$4.54K ﹤0.01% 1783

Other funds holding BOC

MG
Magnolia Group Omaha, Nebraska $538M AUM 5.13% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
RCC
Red Cedar Capital Omaha, Nebraska $158M AUM 6.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CoreCap Advisors's BOC Position: Q3 2022 in Review

CoreCap Advisors sold out of Boston Omaha (BOC) in Q3 2022, closing a stake of 139 shares — an estimated $3K sold.

CoreCap Advisors first reported a position in BOC in Q4 2021 and held it in 2 quarters. The position peaked at $4K in Q4 2021. 101 funds tracked by Wall St. Rank hold BOC as of Q3 2022.

  • CoreCap Advisors reported no remaining Boston Omaha position as of Q3 2022 after selling out during the quarter.
  • CoreCap Advisors sold 139 Boston Omaha shares in Q3 2022, an estimated $3K.
  • CoreCap Advisors first reported a position in Boston Omaha in Q4 2021 and held it in 2 quarters.
  • CoreCap Advisors's Boston Omaha position peaked at $4K in Q4 2021.
  • 101 funds tracked by Wall St. Rank held Boston Omaha as of Q3 2022.

Based on CoreCap Advisors's 13F filing for Q3 2022, filed 10 Feb 2023.