Patriot Financial Group Insurance Agency’s Boise Cascade BCC Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q3	–	Sell	-342	Closed	-$20K	–	542
2022 Q2	$20K	Buy	342 +12	+4%	+$886	﹤0.01%	1001
2022 Q1	$23K	Buy	330 +1	+0.3%	+$75	﹤0.01%	1025
2021 Q4	$23K	Buy	329 +15	+5%	+$967	﹤0.01%	1154
2021 Q3	$17K	Buy	314 +12	+4%	+$653	﹤0.01%	1279
2021 Q2	$18K	Buy	302 +1	+0.3%	+$65	﹤0.01%	1222
2021 Q1	$18K	Hold	301	–	–	﹤0.01%	1136
2020 Q4	$14K	Buy	+301	New	+$13.1K	﹤0.01%	1095

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 $481B AUM 30.42% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Patriot Financial Group Insurance Agency's BCC Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Boise Cascade (BCC) in Q3 2022, closing a stake of 342 shares — an estimated $20K sold.

Patriot Financial Group Insurance Agency first reported a position in BCC in Q4 2020 and held it in 7 quarters. The position peaked at $23K in Q1 2022. 294 funds tracked by Wall St. Rank hold BCC as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Boise Cascade position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 342 Boise Cascade shares in Q3 2022, an estimated $20K.
Patriot Financial Group Insurance Agency first reported a position in Boise Cascade in Q4 2020 and held it in 7 quarters.
Patriot Financial Group Insurance Agency's Boise Cascade position peaked at $23K in Q1 2022.
294 funds tracked by Wall St. Rank held Boise Cascade as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.