Financial Gravity Asset Management’s Boise Cascade BCC Stock Holding History

Financial Gravity Asset Management’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	-44	Closed	-$6.78K	–	1537
2024 Q1	$6.78K	Buy	+44	New	+$5.94K	﹤0.01%	805
2023 Q3	–	Sell	-90	Closed	-$4.88K	–	1285
2023 Q2	$4.88K	Buy	90 +27	+43%	+$1.97K	0.01%	487
2023 Q1	$1	Sell	63 -6	-9%	-$416	﹤0.01%	1032
2022 Q4	$3.59K	Buy	+69	New	+$4.71K	0.02%	450
2021 Q1	–	Sell	-1	Closed	–	–	772
2020 Q4	$0	Buy	+1	New	+$43	﹤0.01%	491
2020 Q2	–	Sell	-9	Closed	-$212	–	93
2020 Q1	$212	Buy	9 +2	+29%	+$68	﹤0.01%	711
2019 Q4	$37K	Buy	+7	New	+$254	0.03%	780
2019 Q2	–	Sell	-16	Closed	–	–	1246
2019 Q1	$0	Buy	+16	New	+$431	﹤0.01%	1323
2018 Q3	$1K	Sell	17 -30	-64%	-$1.31K	﹤0.01%	1083
2018 Q2	$2K	Sell	47 -52	-53%	-$2.28K	﹤0.01%	952
2018 Q1	$4K	Buy	+99	New	+$4.11K	﹤0.01%	763

Other funds holding BCC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Financial Gravity Asset Management's BCC Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of Boise Cascade (BCC) in Q2 2024, closing a stake of 44 shares — an estimated $6.78K sold.

Financial Gravity Asset Management first reported a position in BCC in Q1 2018 and held it in 11 quarters. The position peaked at $37K in Q4 2019. 371 funds tracked by Wall St. Rank hold BCC as of Q2 2024.

Financial Gravity Asset Management reported no remaining Boise Cascade position as of Q2 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 44 Boise Cascade shares in Q2 2024, an estimated $6.78K.
Financial Gravity Asset Management first reported a position in Boise Cascade in Q1 2018 and held it in 11 quarters.
Financial Gravity Asset Management's Boise Cascade position peaked at $37K in Q4 2019.
371 funds tracked by Wall St. Rank held Boise Cascade as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.