LPL Financial’s Boston Omaha BOC Stock Holding History

LPL Financial’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
2022 Q1	–	Sell	-7,639	Closed	-$219K	–	4205
2021 Q4	$219K	Buy	7,639 +899	+13%	+$29.3K	﹤0.01%	3928
2021 Q3	$261K	Buy	+6,740	New	+$222K	﹤0.01%	3762

Other funds holding BOC

Magnolia Group Omaha, Nebraska $538M AUM 5.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 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

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

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

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

LPL Financial's BOC Position: Q1 2022 in Review

LPL Financial sold out of Boston Omaha (BOC) in Q1 2022, closing a stake of 7,639 shares — an estimated $219K sold.

LPL Financial first reported a position in BOC in Q3 2021 and held it in 2 quarters. The position peaked at $261K in Q3 2021. 105 funds tracked by Wall St. Rank hold BOC as of Q1 2022.

LPL Financial reported no remaining Boston Omaha position as of Q1 2022 after selling out during the quarter.
LPL Financial sold 7,639 Boston Omaha shares in Q1 2022, an estimated $219K.
LPL Financial first reported a position in Boston Omaha in Q3 2021 and held it in 2 quarters.
LPL Financial's Boston Omaha position peaked at $261K in Q3 2021.
105 funds tracked by Wall St. Rank held Boston Omaha as of Q1 2022.

Based on LPL Financial's 13F filing for Q1 2022, filed 16 May 2022.