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Forum Financial Management’s Boise Cascade BCC Stock Holding History

Forum Financial 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
-1,355
Closed -$208K – 728
2024
Q1 		$208K Buy
+1,355
New +$183K ﹤0.01% 687

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

Forum Financial Management's BCC Position: Q2 2024 in Review

Forum Financial Management sold out of Boise Cascade (BCC) in Q2 2024, closing a stake of 1,355 shares — an estimated $208K sold.

Forum Financial Management first reported a position in BCC in Q1 2024 and held it in 1 quarter. The position peaked at $208K in Q1 2024. 371 funds tracked by Wall St. Rank hold BCC as of Q2 2024.

  • Forum Financial Management reported no remaining Boise Cascade position as of Q2 2024 after selling out during the quarter.
  • Forum Financial Management sold 1,355 Boise Cascade shares in Q2 2024, an estimated $208K.
  • Forum Financial Management first reported a position in Boise Cascade in Q1 2024 and held it in 1 quarter.
  • Forum Financial Management's Boise Cascade position peaked at $208K in Q1 2024.
  • 371 funds tracked by Wall St. Rank held Boise Cascade as of Q2 2024.

Based on Forum Financial Management's 13F filing for Q2 2024, filed 30 Jul 2024.