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Harvest Group Wealth Management’s Boise Cascade BCC Stock Holding History

Harvest Group Wealth 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
2021
Q1 		– Sell
-7
Closed – – 102
2020
Q4 		$0 Hold
7
– – ﹤0.01% 649
2020
Q3 		$0 Hold
7
– – ﹤0.01% 594
2020
Q2 		$0 Hold
7
– – ﹤0.01% 500
2020
Q1 		$0 Sell
7
-46
-87% -$1.56K ﹤0.01% 530
2019
Q4 		$1K Hold
53
– – ﹤0.01% 726
2019
Q3 		$2K Hold
53
– – ﹤0.01% 644
2019
Q2 		$1K Hold
53
– – ﹤0.01% 665
2019
Q1 		$1K Buy
+53
New +$1.43K ﹤0.01% 739

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Harvest Group Wealth Management's BCC Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Boise Cascade (BCC) in Q1 2021, closing a stake of 7 shares.

Harvest Group Wealth Management first reported a position in BCC in Q1 2019 and held it in 8 quarters. The position peaked at $2K in Q3 2019. 246 funds tracked by Wall St. Rank hold BCC as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Boise Cascade position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 7 Boise Cascade shares in Q1 2021.
  • Harvest Group Wealth Management first reported a position in Boise Cascade in Q1 2019 and held it in 8 quarters.
  • Harvest Group Wealth Management's Boise Cascade position peaked at $2K in Q3 2019.
  • 246 funds tracked by Wall St. Rank held Boise Cascade as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.