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Level Financial Advisors’s Boston Omaha BOC Stock Holding History

Level Financial 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
Q1 		– Sell
-300
Closed -$4.72K – 101
2023
Q4 		$4.72K Hold
300
– – ﹤0.01% 216
2023
Q3 		$4.92K Hold
300
– – ﹤0.01% 218
2023
Q2 		$5.65K Hold
300
– – ﹤0.01% 213
2023
Q1 		$7.1K Buy
300
+100
+50% +$2.49K ﹤0.01% 177
2022
Q4 		$5K Buy
+200
New +$5.25K ﹤0.01% 189

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
LKIM
Lawson Kroeker Investment Management Omaha, Nebraska $343M AUM 17.29% 1-Year Est. Return

Level Financial Advisors's BOC Position: Q1 2024 in Review

Level Financial Advisors sold out of Boston Omaha (BOC) in Q1 2024, closing a stake of 300 shares — an estimated $4.72K sold.

Level Financial Advisors first reported a position in BOC in Q4 2022 and held it in 5 quarters. The position peaked at $7.1K in Q1 2023. 134 funds tracked by Wall St. Rank hold BOC as of Q1 2024.

  • Level Financial Advisors reported no remaining Boston Omaha position as of Q1 2024 after selling out during the quarter.
  • Level Financial Advisors sold 300 Boston Omaha shares in Q1 2024, an estimated $4.72K.
  • Level Financial Advisors first reported a position in Boston Omaha in Q4 2022 and held it in 5 quarters.
  • Level Financial Advisors's Boston Omaha position peaked at $7.1K in Q1 2023.
  • 134 funds tracked by Wall St. Rank held Boston Omaha as of Q1 2024.

Based on Level Financial Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.