Halpern Financial’s Boise Cascade BCC Stock Holding History

Halpern Financial’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
2022 Q3	–	Sell	-57	Closed	-$3.39K	–	226
2022 Q2	$3.39K	Buy	+57	New	+$4.21K	﹤0.01%	205

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

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

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

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

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Halpern Financial's BCC Position: Q3 2022 in Review

Halpern Financial sold out of Boise Cascade (BCC) in Q3 2022, closing a stake of 57 shares — an estimated $3.39K sold.

Halpern Financial first reported a position in BCC in Q2 2022 and held it in 1 quarter. The position peaked at $3.39K in Q2 2022. 294 funds tracked by Wall St. Rank hold BCC as of Q3 2022.

Halpern Financial reported no remaining Boise Cascade position as of Q3 2022 after selling out during the quarter.
Halpern Financial sold 57 Boise Cascade shares in Q3 2022, an estimated $3.39K.
Halpern Financial first reported a position in Boise Cascade in Q2 2022 and held it in 1 quarter.
Halpern Financial's Boise Cascade position peaked at $3.39K in Q2 2022.
294 funds tracked by Wall St. Rank held Boise Cascade as of Q3 2022.

Based on Halpern Financial's 13F filing for Q3 2022, filed 21 Sep 2023.