JPLA
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Joseph P. Lucia & Associates’s Boston Omaha BOC Stock Holding History

Joseph P. Lucia & Associates’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
2021
Q4 		– Sell
-100
Closed -$4K – 174
2021
Q3 		$4K Hold
100
– – ﹤0.01% 450
2021
Q2 		$3K Hold
100
– – ﹤0.01% 477
2021
Q1 		$3K Buy
+100
New +$3.62K ﹤0.01% 451

Other funds holding BOC

MG
Magnolia Group Omaha, Nebraska $538M AUM 5.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MIOT
Massachusetts Institute of Technology Cambridge, Massachusetts $577M AUM 8.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
RCC
Red Cedar Capital Omaha, Nebraska $158M AUM 6.57% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Joseph P. Lucia & Associates's BOC Position: Q4 2021 in Review

Joseph P. Lucia & Associates sold out of Boston Omaha (BOC) in Q4 2021, closing a stake of 100 shares — an estimated $4K sold.

Joseph P. Lucia & Associates first reported a position in BOC in Q1 2021 and held it in 3 quarters. The position peaked at $4K in Q3 2021. 117 funds tracked by Wall St. Rank hold BOC as of Q4 2021.

  • Joseph P. Lucia & Associates reported no remaining Boston Omaha position as of Q4 2021 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 100 Boston Omaha shares in Q4 2021, an estimated $4K.
  • Joseph P. Lucia & Associates first reported a position in Boston Omaha in Q1 2021 and held it in 3 quarters.
  • Joseph P. Lucia & Associates's Boston Omaha position peaked at $4K in Q3 2021.
  • 117 funds tracked by Wall St. Rank held Boston Omaha as of Q4 2021.

Based on Joseph P. Lucia & Associates's 13F filing for Q4 2021, filed 4 Feb 2022.