Liberty Wealth Management’s Boise Cascade BCC Stock Holding History

Liberty 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
2020 Q3	–	Sell	-161	Closed	-$6K	–	857
2020 Q2	$6K	Hold	161	–	–	﹤0.01%	568
2020 Q1	$4K	Buy	+161	New	+$5.47K	﹤0.01%	602
2019 Q3	–	Sell	-155	Closed	-$4K	–	871
2019 Q2	$4K	Buy	+155	New	+$4.02K	﹤0.01%	685

Other funds holding BCC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Liberty Wealth Management's BCC Position: Q3 2020 in Review

Liberty Wealth Management sold out of Boise Cascade (BCC) in Q3 2020, closing a stake of 161 shares — an estimated $6K sold.

Liberty Wealth Management first reported a position in BCC in Q2 2019 and held it in 3 quarters. The position peaked at $6K in Q2 2020. 228 funds tracked by Wall St. Rank hold BCC as of Q3 2020.

Liberty Wealth Management reported no remaining Boise Cascade position as of Q3 2020 after selling out during the quarter.
Liberty Wealth Management sold 161 Boise Cascade shares in Q3 2020, an estimated $6K.
Liberty Wealth Management first reported a position in Boise Cascade in Q2 2019 and held it in 3 quarters.
Liberty Wealth Management's Boise Cascade position peaked at $6K in Q2 2020.
228 funds tracked by Wall St. Rank held Boise Cascade as of Q3 2020.

Based on Liberty Wealth Management's 13F filing for Q3 2020, filed 5 Nov 2020.