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McGlone Suttner Wealth Management’s Boston Omaha BOC Stock Holding History

McGlone Suttner 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
2024
Q1 		– Sell
-150
Closed -$2.36K – 244
2023
Q4 		$2.36K Buy
+150
New +$2.28K ﹤0.01% 660

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 $361M AUM 22.26% 1-Year Est. Return

McGlone Suttner Wealth Management's BOC Position: Q1 2024 in Review

McGlone Suttner Wealth Management sold out of Boston Omaha (BOC) in Q1 2024, closing a stake of 150 shares — an estimated $2.36K sold.

McGlone Suttner Wealth Management first reported a position in BOC in Q4 2023 and held it in 1 quarter. The position peaked at $2.36K in Q4 2023. 134 funds tracked by Wall St. Rank hold BOC as of Q1 2024.

  • McGlone Suttner Wealth Management reported no remaining Boston Omaha position as of Q1 2024 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 150 Boston Omaha shares in Q1 2024, an estimated $2.36K.
  • McGlone Suttner Wealth Management first reported a position in Boston Omaha in Q4 2023 and held it in 1 quarter.
  • McGlone Suttner Wealth Management's Boston Omaha position peaked at $2.36K in Q4 2023.
  • 134 funds tracked by Wall St. Rank held Boston Omaha as of Q1 2024.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.