SkyOak Wealth’s Boise Cascade BCC Stock Holding History

SkyOak Wealth’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
2025 Q1	–	Sell	-2,041	Closed	-$243K	–	249
2024 Q4	$243K	Buy	+2,041	New	+$282K	0.05%	214
2022 Q1	–	Sell	-3,000	Closed	-$214K	–	242
2021 Q4	$214K	Buy	+3,000	New	+$193K	0.05%	221
2021 Q2	–	Sell	-3,000	Closed	-$206K	–	238
2021 Q1	$206K	Buy	+3,000	New	+$158K	0.06%	216

Other funds holding BCC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

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

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

SkyOak Wealth's BCC Position: Q1 2025 in Review

SkyOak Wealth sold out of Boise Cascade (BCC) in Q1 2025, closing a stake of 2,041 shares — an estimated $243K sold.

SkyOak Wealth first reported a position in BCC in Q1 2021 and held it in 3 quarters. The position peaked at $243K in Q4 2024. 351 funds tracked by Wall St. Rank hold BCC as of Q1 2025.

SkyOak Wealth reported no remaining Boise Cascade position as of Q1 2025 after selling out during the quarter.
SkyOak Wealth sold 2,041 Boise Cascade shares in Q1 2025, an estimated $243K.
SkyOak Wealth first reported a position in Boise Cascade in Q1 2021 and held it in 3 quarters.
SkyOak Wealth's Boise Cascade position peaked at $243K in Q4 2024.
351 funds tracked by Wall St. Rank held Boise Cascade as of Q1 2025.

Based on SkyOak Wealth's 13F filing for Q1 2025, filed 1 May 2025.