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Liberty Wealth Management’s Boston Omaha BOC Stock Holding History

Liberty Wealth Management’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
-20
Closed -$1K – 282
2021
Q3 		$1K Buy
+20
New +$660 ﹤0.01% 1100

Other funds holding BOC

MG
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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

Liberty Wealth Management's BOC Position: Q4 2021 in Review

Liberty Wealth Management sold out of Boston Omaha (BOC) in Q4 2021, closing a stake of 20 shares — an estimated $1K sold.

Liberty Wealth Management first reported a position in BOC in Q3 2021 and held it in 1 quarter. The position peaked at $1K in Q3 2021. 117 funds tracked by Wall St. Rank hold BOC as of Q4 2021.

  • Liberty Wealth Management reported no remaining Boston Omaha position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 20 Boston Omaha shares in Q4 2021, an estimated $1K.
  • Liberty Wealth Management first reported a position in Boston Omaha in Q3 2021 and held it in 1 quarter.
  • Liberty Wealth Management's Boston Omaha position peaked at $1K in Q3 2021.
  • 117 funds tracked by Wall St. Rank held Boston Omaha as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.