HighTower Advisors
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HighTower Advisors’s Boston Omaha BOC Stock Holding History

HighTower 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
Q3 		– Sell
-10,795
Closed -$144K – 3762
2024
Q2 		$144K Sell
10,795
-14
-0.1% -$207 ﹤0.01% 3123
2024
Q1 		$168K Sell
10,809
-647
-6% -$10.2K ﹤0.01% 3034
2023
Q4 		$180K Sell
11,456
-151
-1% -$2.29K ﹤0.01% 3045
2023
Q3 		$191K Buy
11,607
+141
+1% +$2.53K ﹤0.01% 2932
2023
Q2 		$215K Buy
11,466
+595
+5% +$12.1K ﹤0.01% 2810
2023
Q1 		$256K Sell
10,871
-1,469
-12% -$36.6K ﹤0.01% 2564
2022
Q4 		$328K Buy
12,340
+1,283
+12% +$33.6K ﹤0.01% 2407
2022
Q3 		$254K Buy
11,057
+100
+0.9% +$2.48K ﹤0.01% 2447
2022
Q2 		$226K Buy
10,957
+100
+0.9% +$2.19K ﹤0.01% 2548
2022
Q1 		$276K Buy
10,857
+1,452
+15% +$39.6K ﹤0.01% 2588
2021
Q4 		$269K Sell
9,405
-830
-8% -$27.1K ﹤0.01% 2537
2021
Q3 		$397K Buy
10,235
+204
+2% +$6.73K ﹤0.01% 2220
2021
Q2 		$319K Buy
10,031
+435
+5% +$12.6K ﹤0.01% 2335
2021
Q1 		$284K Buy
9,596
+650
+7% +$23.5K ﹤0.01% 2342
2020
Q4 		$247K Buy
+8,946
New +$183K ﹤0.01% 2063

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
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LKIM
Lawson Kroeker Investment Management Omaha, Nebraska $343M AUM 17.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

HighTower Advisors's BOC Position: Q3 2024 in Review

HighTower Advisors sold out of Boston Omaha (BOC) in Q3 2024, closing a stake of 10,795 shares — an estimated $144K sold.

HighTower Advisors first reported a position in BOC in Q4 2020 and held it in 15 quarters. The position peaked at $397K in Q3 2021. 126 funds tracked by Wall St. Rank hold BOC as of Q3 2024.

  • HighTower Advisors reported no remaining Boston Omaha position as of Q3 2024 after selling out during the quarter.
  • HighTower Advisors sold 10,795 Boston Omaha shares in Q3 2024, an estimated $144K.
  • HighTower Advisors first reported a position in Boston Omaha in Q4 2020 and held it in 15 quarters.
  • HighTower Advisors's Boston Omaha position peaked at $397K in Q3 2021.
  • 126 funds tracked by Wall St. Rank held Boston Omaha as of Q3 2024.

Based on HighTower Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.