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Integrated Wealth Concepts’s Boise Cascade BCC Stock Holding History

Integrated Wealth Concepts’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
Q4 		– Sell
-23,279
Closed -$3.28M – 1723
2024
Q3 		$3.28M Buy
23,279
+4,257
+22% +$555K 0.04% 399
2024
Q2 		$2.27M Buy
19,022
+2,771
+17% +$376K 0.03% 478
2024
Q1 		$2.49M Buy
16,251
+3,071
+23% +$415K 0.04% 441
2023
Q4 		$1.71M Buy
13,180
+1,020
+8% +$109K 0.03% 535
2023
Q3 		$1.25M Buy
12,160
+4,773
+65% +$491K 0.02% 602
2023
Q2 		$667K Buy
+7,387
New +$539K 0.01% 852

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Integrated Wealth Concepts's BCC Position: Q4 2024 in Review

Integrated Wealth Concepts sold out of Boise Cascade (BCC) in Q4 2024, closing a stake of 23,279 shares — an estimated $3.28M sold.

Integrated Wealth Concepts first reported a position in BCC in Q2 2023 and held it in 6 quarters. The position peaked at $3.28M in Q3 2024. 370 funds tracked by Wall St. Rank hold BCC as of Q4 2024.

  • Integrated Wealth Concepts reported no remaining Boise Cascade position as of Q4 2024 after selling out during the quarter.
  • Integrated Wealth Concepts sold 23,279 Boise Cascade shares in Q4 2024, an estimated $3.28M.
  • Integrated Wealth Concepts first reported a position in Boise Cascade in Q2 2023 and held it in 6 quarters.
  • Integrated Wealth Concepts's Boise Cascade position peaked at $3.28M in Q3 2024.
  • 370 funds tracked by Wall St. Rank held Boise Cascade as of Q4 2024.

Based on Integrated Wealth Concepts's 13F filing for Q4 2024, filed 14 Feb 2025.