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Pacific Capital Wealth Advisors’s Boston Omaha BOC Stock Holding History

Pacific Capital 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
2024
Q3 		– Sell
-3
Closed -$40 – 510
2024
Q2 		$40 Buy
+3
New +$44 ﹤0.01% 521

Other funds holding BOC

MG
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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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LKIM
Lawson Kroeker Investment Management Omaha, Nebraska $343M AUM 17.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pacific Capital Wealth Advisors's BOC Position: Q3 2024 in Review

Pacific Capital Wealth Advisors sold out of Boston Omaha (BOC) in Q3 2024, closing a stake of 3 shares — an estimated $40 sold.

Pacific Capital Wealth Advisors first reported a position in BOC in Q2 2024 and held it in 1 quarter. The position peaked at $40 in Q2 2024. 126 funds tracked by Wall St. Rank hold BOC as of Q3 2024.

  • Pacific Capital Wealth Advisors reported no remaining Boston Omaha position as of Q3 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 3 Boston Omaha shares in Q3 2024, an estimated $40.
  • Pacific Capital Wealth Advisors first reported a position in Boston Omaha in Q2 2024 and held it in 1 quarter.
  • Pacific Capital Wealth Advisors's Boston Omaha position peaked at $40 in Q2 2024.
  • 126 funds tracked by Wall St. Rank held Boston Omaha as of Q3 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.