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Next Financial Group’s Boston Omaha BOC Stock Holding History

Next Financial Group’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 		$337K Buy
11,734
+10,714
+1,050% +$350K 0.02% 686
2021
Q3 		$40K Sell
1,020
-1,867
-65% -$61.6K ﹤0.01% 1505
2021
Q2 		$91K Sell
2,887
-5,525
-66% -$161K 0.01% 1161
2021
Q1 		$249K Buy
8,412
+1,658
+25% +$60K 0.02% 688
2020
Q4 		$187K Buy
6,754
+2,044
+43% +$41.7K 0.02% 739
2020
Q3 		$75K Buy
+4,710
New +$75.7K 0.01% 968

Other funds holding BOC

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

Next Financial Group's BOC Position: Q4 2021 in Review

Next Financial Group increased its Boston Omaha (BOC) stake by 1,050% in Q4 2021, buying an estimated $350K and bringing the position to 11,734 shares worth $337K. The position accounts for 0.02% of the portfolio, ranked #686.

Next Financial Group first reported a position in BOC in Q3 2020 and has held it in 6 quarters since. 117 funds tracked by Wall St. Rank hold BOC as of Q4 2021.

  • Next Financial Group held 11,734 shares of Boston Omaha worth $337K as of Q4 2021.
  • Next Financial Group bought 10,714 Boston Omaha shares in Q4 2021, an estimated $350K.
  • Boston Omaha made up 0.02% of Next Financial Group's portfolio in Q4 2021, its #686 holding.
  • Next Financial Group first reported a position in Boston Omaha in Q3 2020 and has held it in 6 quarters since.
  • 117 funds tracked by Wall St. Rank held Boston Omaha as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.