SOA Wealth Advisors’s Boston Omaha BOC Stock Holding History

SOA 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 Q4	–	Sell	-30	Closed	–	–	981
2022 Q3	$0	Hold	30	–	–	﹤0.01%	835
2022 Q2	$0	Buy	+30	New	+$657	﹤0.01%	824

Other funds holding BOC

Magnolia Group Omaha, Nebraska $538M AUM 5.13% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

MIOT

Massachusetts Institute of Technology Cambridge, Massachusetts $577M AUM 8.5% 1-Year Est. Return

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

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

RCC

Red Cedar Capital Omaha, Nebraska $158M AUM 6.57% 1-Year Est. Return

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

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

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

SOA Wealth Advisors's BOC Position: Q4 2022 in Review

SOA Wealth Advisors sold out of Boston Omaha (BOC) in Q4 2022, closing a stake of 30 shares.

SOA Wealth Advisors first reported a position in BOC in Q2 2022 and held it in 2 quarters. The position peaked at $0 in Q3 2022. 105 funds tracked by Wall St. Rank hold BOC as of Q4 2022.

SOA Wealth Advisors reported no remaining Boston Omaha position as of Q4 2022 after selling out during the quarter.
SOA Wealth Advisors sold 30 Boston Omaha shares in Q4 2022.
SOA Wealth Advisors first reported a position in Boston Omaha in Q2 2022 and held it in 2 quarters.
SOA Wealth Advisors's Boston Omaha position peaked at $0 in Q3 2022.
105 funds tracked by Wall St. Rank held Boston Omaha as of Q4 2022.

Based on SOA Wealth Advisors's 13F filing for Q4 2022, filed 10 Jan 2023.