Harbor Investment Advisory’s Boise Cascade BCC Stock Holding History

Harbor Investment Advisory’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	-14	Closed	-$2.15K	–	1316
2024 Q1	$2.15K	Buy	+14	New	+$1.89K	﹤0.01%	1090
2023 Q3	–	Sell	-1,843	Closed	-$167K	–	1201
2023 Q2	$167K	Hold	1,843	–	–	0.02%	380
2023 Q1	$117K	Hold	1,843	–	–	0.02%	457
2022 Q4	$127K	Hold	1,843	–	–	0.02%	441
2022 Q3	$110K	Hold	1,843	–	–	0.02%	443
2022 Q2	$110K	Hold	1,843	–	–	0.02%	474
2022 Q1	$128K	Hold	1,843	–	–	0.02%	471
2021 Q4	$131K	Hold	1,843	–	–	0.02%	465
2021 Q3	$99K	Hold	1,843	–	–	0.01%	529
2021 Q2	$108K	Sell	1,843 -191	-9%	-$12.4K	0.01%	500
2021 Q1	$122K	Hold	2,034	–	–	0.02%	435
2020 Q4	$97K	Buy	2,034 +637	+46%	+$27.7K	0.02%	457
2020 Q3	$56K	Buy	1,397 +694	+99%	+$30.1K	0.01%	472
2020 Q2	$26K	Buy	703 +95	+16%	+$2.98K	0.01%	572
2020 Q1	$14K	Buy	+608	New	+$20.6K	﹤0.01%	653

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

Harbor Investment Advisory's BCC Position: Q2 2024 in Review

Harbor Investment Advisory sold out of Boise Cascade (BCC) in Q2 2024, closing a stake of 14 shares — an estimated $2.15K sold.

Harbor Investment Advisory first reported a position in BCC in Q1 2020 and held it in 15 quarters. The position peaked at $167K in Q2 2023. 371 funds tracked by Wall St. Rank hold BCC as of Q2 2024.

Harbor Investment Advisory reported no remaining Boise Cascade position as of Q2 2024 after selling out during the quarter.
Harbor Investment Advisory sold 14 Boise Cascade shares in Q2 2024, an estimated $2.15K.
Harbor Investment Advisory first reported a position in Boise Cascade in Q1 2020 and held it in 15 quarters.
Harbor Investment Advisory's Boise Cascade position peaked at $167K in Q2 2023.
371 funds tracked by Wall St. Rank held Boise Cascade as of Q2 2024.

Based on Harbor Investment Advisory's 13F filing for Q2 2024, filed 19 Jul 2024.