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Plante Moran Financial Advisors’s Boise Cascade BCC Stock Holding History

Plante Moran Financial 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
Q2 		– Sell
-240
Closed -$15.2K – 795
2023
Q1 		$15.2K Buy
+240
New +$16.6K ﹤0.01% 504

Other funds holding BCC

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Plante Moran Financial Advisors's BCC Position: Q2 2023 in Review

Plante Moran Financial Advisors sold out of Boise Cascade (BCC) in Q2 2023, closing a stake of 240 shares — an estimated $15.2K sold.

Plante Moran Financial Advisors first reported a position in BCC in Q1 2023 and held it in 1 quarter. The position peaked at $15.2K in Q1 2023. 315 funds tracked by Wall St. Rank hold BCC as of Q2 2023.

  • Plante Moran Financial Advisors reported no remaining Boise Cascade position as of Q2 2023 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 240 Boise Cascade shares in Q2 2023, an estimated $15.2K.
  • Plante Moran Financial Advisors first reported a position in Boise Cascade in Q1 2023 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Boise Cascade position peaked at $15.2K in Q1 2023.
  • 315 funds tracked by Wall St. Rank held Boise Cascade as of Q2 2023.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2023, filed 7 Aug 2023.