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First Trust Direct Indexing’s Boise Cascade BCC Stock Holding History

First Trust Direct Indexing’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
Q4 		– Sell
-1,893
Closed -$267K – 97
2024
Q3 		$267K Buy
1,893
+128
+7% +$16.7K 0.01% 796
2024
Q2 		$210K Buy
1,765
+437
+33% +$59.3K 0.01% 814
2024
Q1 		$204K Buy
+1,328
New +$179K 0.02% 733
2021
Q1 		– Sell
-1,638
Closed -$78K – 458
2020
Q4 		$78K Buy
+1,638
New +$71.2K 0.02% 598

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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

First Trust Direct Indexing's BCC Position: Q4 2024 in Review

First Trust Direct Indexing sold out of Boise Cascade (BCC) in Q4 2024, closing a stake of 1,893 shares — an estimated $267K sold.

First Trust Direct Indexing first reported a position in BCC in Q4 2020 and held it in 4 quarters. The position peaked at $267K in Q3 2024. 370 funds tracked by Wall St. Rank hold BCC as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Boise Cascade position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 1,893 Boise Cascade shares in Q4 2024, an estimated $267K.
  • First Trust Direct Indexing first reported a position in Boise Cascade in Q4 2020 and held it in 4 quarters.
  • First Trust Direct Indexing's Boise Cascade position peaked at $267K in Q3 2024.
  • 370 funds tracked by Wall St. Rank held Boise Cascade as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.