IAA
BOC icon

Independent Advisor Alliance’s Boston Omaha BOC Stock Holding History

Independent Advisor Alliance’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
Q2 		– Sell
-13,569
Closed -$210K – 710
2024
Q1 		$210K Sell
13,569
-1,709
-11% -$26.9K 0.01% 651
2023
Q4 		$240K Sell
15,278
-876
-5% -$13.3K 0.01% 601
2023
Q3 		$265K Buy
16,154
+500
+3% +$8.97K 0.01% 545
2023
Q2 		$295K Buy
15,654
+2,628
+20% +$53.4K 0.01% 534
2023
Q1 		$308K Buy
13,026
+1,821
+16% +$45.3K 0.01% 513
2022
Q4 		$297 Buy
11,205
+1,952
+21% +$51.2K ﹤0.01% 364
2022
Q3 		$213K Buy
+9,253
New +$229K 0.01% 566

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ICP
Ironvine Capital Partners Omaha, Nebraska $910M AUM 10.64% 1-Year Est. Return

Independent Advisor Alliance's BOC Position: Q2 2024 in Review

Independent Advisor Alliance sold out of Boston Omaha (BOC) in Q2 2024, closing a stake of 13,569 shares — an estimated $210K sold.

Independent Advisor Alliance first reported a position in BOC in Q3 2022 and held it in 7 quarters. The position peaked at $308K in Q1 2023. 122 funds tracked by Wall St. Rank hold BOC as of Q2 2024.

  • Independent Advisor Alliance reported no remaining Boston Omaha position as of Q2 2024 after selling out during the quarter.
  • Independent Advisor Alliance sold 13,569 Boston Omaha shares in Q2 2024, an estimated $210K.
  • Independent Advisor Alliance first reported a position in Boston Omaha in Q3 2022 and held it in 7 quarters.
  • Independent Advisor Alliance's Boston Omaha position peaked at $308K in Q1 2023.
  • 122 funds tracked by Wall St. Rank held Boston Omaha as of Q2 2024.

Based on Independent Advisor Alliance's 13F filing for Q2 2024, filed 12 Aug 2024.