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Paces Ferry Wealth Advisors’s Boston Omaha BOC Stock Holding History

Paces Ferry Wealth Advisors’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
2020
Q4 		– Sell
-100
Closed -$2K – 244
2020
Q3 		$2K Buy
+100
New +$1.61K ﹤0.01% 639

Other funds holding BOC

MG
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
MIOT
Massachusetts Institute of Technology Cambridge, Massachusetts $577M AUM 8.5% 1-Year Est. Return
APG
Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 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
RCC
Red Cedar Capital Omaha, Nebraska $158M AUM 6.57% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Paces Ferry Wealth Advisors's BOC Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of Boston Omaha (BOC) in Q4 2020, closing a stake of 100 shares — an estimated $2K sold.

Paces Ferry Wealth Advisors first reported a position in BOC in Q3 2020 and held it in 1 quarter. The position peaked at $2K in Q3 2020. 81 funds tracked by Wall St. Rank hold BOC as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining Boston Omaha position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 100 Boston Omaha shares in Q4 2020, an estimated $2K.
  • Paces Ferry Wealth Advisors first reported a position in Boston Omaha in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's Boston Omaha position peaked at $2K in Q3 2020.
  • 81 funds tracked by Wall St. Rank held Boston Omaha as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.