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HHM Wealth Advisors’s Boston Omaha BOC Stock Holding History

HHM Wealth Advisors’s Portfolio BOC Stock Details BOC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-450
Closed -$6.69K – 1016
2024
Q3 		$6.69K Hold
450
– – ﹤0.01% 626
2024
Q2 		$6.06K Hold
450
– – ﹤0.01% 612
2024
Q1 		$6.96K Hold
450
– – ﹤0.01% 584
2023
Q4 		$7.08K Hold
450
– – ﹤0.01% 578
2023
Q3 		$7.38K Hold
450
– – ﹤0.01% 564
2023
Q2 		$8.47K Hold
450
– – ﹤0.01% 564
2023
Q1 		$10.7K Hold
450
– – ﹤0.01% 514
2022
Q4 		$11.9K Hold
450
– – ﹤0.01% 429
2022
Q3 		$10K Hold
450
– – ﹤0.01% 431
2022
Q2 		$9K Buy
+450
New +$9.86K ﹤0.01% 552

Other funds holding BOC

MG
Magnolia Group Omaha, Nebraska $538M AUM 5.13% 1-Year Est. Return
MIOT
Massachusetts Institute of Technology Cambridge, Massachusetts $577M AUM 8.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
ECM
Elgethun Capital Management Sioux Falls, South Dakota $605M AUM 12.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

HHM Wealth Advisors's BOC Position: Q4 2024 in Review

HHM Wealth Advisors sold out of Boston Omaha (BOC) in Q4 2024, closing a stake of 450 shares — an estimated $6.69K sold.

HHM Wealth Advisors first reported a position in BOC in Q2 2022 and held it in 10 quarters. The position peaked at $11.9K in Q4 2022. 130 funds tracked by Wall St. Rank hold BOC as of Q4 2024.

  • HHM Wealth Advisors reported no remaining Boston Omaha position as of Q4 2024 after selling out during the quarter.
  • HHM Wealth Advisors sold 450 Boston Omaha shares in Q4 2024, an estimated $6.69K.
  • HHM Wealth Advisors first reported a position in Boston Omaha in Q2 2022 and held it in 10 quarters.
  • HHM Wealth Advisors's Boston Omaha position peaked at $11.9K in Q4 2022.
  • 130 funds tracked by Wall St. Rank held Boston Omaha as of Q4 2024.

Based on HHM Wealth Advisors's 13F filing for Q4 2024, filed 24 Jan 2025.