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San Luis Wealth Advisors’s Boston Omaha BOC Stock Holding History

San Luis 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
2022
Q2 		– Sell
-1,060
Closed -$30K – 111
2022
Q1 		$30K Buy
+1,060
New +$28.9K 0.01% 281

Other funds holding BOC

MG
Magnolia Group Omaha, Nebraska $538M AUM 5.13% 1-Year Est. Return
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
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
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
RCC
Red Cedar Capital Omaha, Nebraska $158M AUM 6.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

San Luis Wealth Advisors's BOC Position: Q2 2022 in Review

San Luis Wealth Advisors sold out of Boston Omaha (BOC) in Q2 2022, closing a stake of 1,060 shares — an estimated $30K sold.

San Luis Wealth Advisors first reported a position in BOC in Q1 2022 and held it in 1 quarter. The position peaked at $30K in Q1 2022. 101 funds tracked by Wall St. Rank hold BOC as of Q2 2022.

  • San Luis Wealth Advisors reported no remaining Boston Omaha position as of Q2 2022 after selling out during the quarter.
  • San Luis Wealth Advisors sold 1,060 Boston Omaha shares in Q2 2022, an estimated $30K.
  • San Luis Wealth Advisors first reported a position in Boston Omaha in Q1 2022 and held it in 1 quarter.
  • San Luis Wealth Advisors's Boston Omaha position peaked at $30K in Q1 2022.
  • 101 funds tracked by Wall St. Rank held Boston Omaha as of Q2 2022.

Based on San Luis Wealth Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.