One Wealth Advisors’s Boise Cascade BCC Stock Holding History

One Wealth Advisors’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
2023 Q1	–	Sell	-198	Closed	-$13.6K	–	237
2022 Q4	$13.6K	Buy	+198	New	+$13.5K	﹤0.01%	588
2019 Q2	–	Sell	-7,618	Closed	-$204K	–	159
2019 Q1	$204K	Buy	+7,618	New	+$205K	0.17%	107
2018 Q4	–	Sell	-6,572	Closed	-$242K	–	140
2018 Q3	$242K	Buy	6,572 +6,489	+7,818%	+$282K	0.19%	105
2018 Q2	$4K	Hold	83	–	–	﹤0.01%	415
2018 Q1	$3K	Hold	83	–	–	﹤0.01%	423
2017 Q4	$3K	Buy	+83	New	+$3.08K	﹤0.01%	475

Other funds holding BCC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

One Wealth Advisors's BCC Position: Q1 2023 in Review

One Wealth Advisors sold out of Boise Cascade (BCC) in Q1 2023, closing a stake of 198 shares — an estimated $13.6K sold.

One Wealth Advisors first reported a position in BCC in Q4 2017 and held it in 6 quarters. The position peaked at $242K in Q3 2018. 300 funds tracked by Wall St. Rank hold BCC as of Q1 2023.

One Wealth Advisors reported no remaining Boise Cascade position as of Q1 2023 after selling out during the quarter.
One Wealth Advisors sold 198 Boise Cascade shares in Q1 2023, an estimated $13.6K.
One Wealth Advisors first reported a position in Boise Cascade in Q4 2017 and held it in 6 quarters.
One Wealth Advisors's Boise Cascade position peaked at $242K in Q3 2018.
300 funds tracked by Wall St. Rank held Boise Cascade as of Q1 2023.

Based on One Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.