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Mascoma Wealth Management’s Boston Omaha BOC Stock Holding History

Mascoma 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
2023
Q2 		– Sell
-1,100
Closed -$22.5K – 501
2023
Q1 		$22.5K Buy
+1,100
New +$27.4K 0.01% 325

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
GG
Greenwood Gearhart Fayetteville, Arkansas $1.85B AUM 19.98% 1-Year Est. Return
LKIM
Lawson Kroeker Investment Management Omaha, Nebraska $343M AUM 17.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mascoma Wealth Management's BOC Position: Q2 2023 in Review

Mascoma Wealth Management sold out of Boston Omaha (BOC) in Q2 2023, closing a stake of 1,100 shares — an estimated $22.5K sold.

Mascoma Wealth Management first reported a position in BOC in Q1 2023 and held it in 1 quarter. The position peaked at $22.5K in Q1 2023. 115 funds tracked by Wall St. Rank hold BOC as of Q2 2023.

  • Mascoma Wealth Management reported no remaining Boston Omaha position as of Q2 2023 after selling out during the quarter.
  • Mascoma Wealth Management sold 1,100 Boston Omaha shares in Q2 2023, an estimated $22.5K.
  • Mascoma Wealth Management first reported a position in Boston Omaha in Q1 2023 and held it in 1 quarter.
  • Mascoma Wealth Management's Boston Omaha position peaked at $22.5K in Q1 2023.
  • 115 funds tracked by Wall St. Rank held Boston Omaha as of Q2 2023.

Based on Mascoma Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.