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Diversified Investment Strategies’s BranchOut Food BOF Stock Holding History

Diversified Investment Strategies’s Portfolio BOF Stock Details BOF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-10,000
Closed -$16K – 51
2024
Q3 		$16K Hold
10,000
– – 0.01% 49
2024
Q2 		$6.96K Buy
+10,000
New +$16.1K ﹤0.01% 49

Other funds holding BOF

GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CSIC
Clifford Swan Investment Counsel Pasadena, California $2.94B AUM 21.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Diversified Investment Strategies's BOF Position: Q4 2024 in Review

Diversified Investment Strategies sold out of BranchOut Food (BOF) in Q4 2024, closing a stake of 10,000 shares — an estimated $16K sold.

Diversified Investment Strategies first reported a position in BOF in Q2 2024 and held it in 2 quarters. The position peaked at $16K in Q3 2024. 15 funds tracked by Wall St. Rank hold BOF as of Q4 2024.

  • Diversified Investment Strategies reported no remaining BranchOut Food position as of Q4 2024 after selling out during the quarter.
  • Diversified Investment Strategies sold 10,000 BranchOut Food shares in Q4 2024, an estimated $16K.
  • Diversified Investment Strategies first reported a position in BranchOut Food in Q2 2024 and held it in 2 quarters.
  • Diversified Investment Strategies's BranchOut Food position peaked at $16K in Q3 2024.
  • 15 funds tracked by Wall St. Rank held BranchOut Food as of Q4 2024.

Based on Diversified Investment Strategies's 13F filing for Q4 2024, filed 23 Jan 2025.