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Kingsview Wealth Management’s Boise Cascade BCC Stock Holding History

Kingsview Wealth Management’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
-1,443
Closed -$203K – 1107
2024
Q3 		$203K Buy
+1,443
New +$188K ﹤0.01% 1036

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

Kingsview Wealth Management's BCC Position: Q4 2024 in Review

Kingsview Wealth Management sold out of Boise Cascade (BCC) in Q4 2024, closing a stake of 1,443 shares — an estimated $203K sold.

Kingsview Wealth Management first reported a position in BCC in Q3 2024 and held it in 1 quarter. The position peaked at $203K in Q3 2024. 370 funds tracked by Wall St. Rank hold BCC as of Q4 2024.

  • Kingsview Wealth Management reported no remaining Boise Cascade position as of Q4 2024 after selling out during the quarter.
  • Kingsview Wealth Management sold 1,443 Boise Cascade shares in Q4 2024, an estimated $203K.
  • Kingsview Wealth Management first reported a position in Boise Cascade in Q3 2024 and held it in 1 quarter.
  • Kingsview Wealth Management's Boise Cascade position peaked at $203K in Q3 2024.
  • 370 funds tracked by Wall St. Rank held Boise Cascade as of Q4 2024.

Based on Kingsview Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.