MorganRosel Wealth Management’s Boise Cascade BCC Stock Holding History

MorganRosel 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
2024 Q3	–	Sell	-7,756	Closed	-$925K	–	104
2024 Q2	$925K	Buy	7,756 +138	+2%	+$18.7K	0.33%	54
2024 Q1	$1.17M	Sell	7,618 -2,043	-21%	-$276K	0.42%	41
2023 Q4	$1.25M	Buy	9,661 +3,557	+58%	+$382K	0.48%	35
2023 Q3	$629K	Buy	+6,104	New	+$628K	0.26%	62
2022 Q3	–	Sell	-10,521	Closed	-$626K	–	92
2022 Q2	$626K	Sell	10,521 -5,041	-32%	-$372K	0.33%	54
2022 Q1	$1.08M	Buy	+15,562	New	+$1.17M	0.52%	33

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

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

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

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

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

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

MorganRosel Wealth Management's BCC Position: Q3 2024 in Review

MorganRosel Wealth Management sold out of Boise Cascade (BCC) in Q3 2024, closing a stake of 7,756 shares — an estimated $925K sold.

MorganRosel Wealth Management first reported a position in BCC in Q1 2022 and held it in 6 quarters. The position peaked at $1.25M in Q4 2023. 373 funds tracked by Wall St. Rank hold BCC as of Q3 2024.

MorganRosel Wealth Management reported no remaining Boise Cascade position as of Q3 2024 after selling out during the quarter.
MorganRosel Wealth Management sold 7,756 Boise Cascade shares in Q3 2024, an estimated $925K.
MorganRosel Wealth Management first reported a position in Boise Cascade in Q1 2022 and held it in 6 quarters.
MorganRosel Wealth Management's Boise Cascade position peaked at $1.25M in Q4 2023.
373 funds tracked by Wall St. Rank held Boise Cascade as of Q3 2024.

Based on MorganRosel Wealth Management's 13F filing for Q3 2024, filed 10 Oct 2024.