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Sound View Wealth Advisors Group’s Boise Cascade BCC Stock Holding History

Sound View Wealth Advisors Group’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
-2,066
Closed -$246K – 413
2024
Q4 		$246K Sell
2,066
-328
-14% -$45.3K 0.02% 373
2024
Q3 		$338K Buy
2,394
+200
+9% +$26.1K 0.03% 316
2024
Q2 		$262K Sell
2,194
-100
-4% -$13.6K 0.03% 324
2024
Q1 		$352K Sell
2,294
-150
-6% -$20.3K 0.04% 280
2023
Q4 		$316K Buy
2,444
+450
+23% +$48.3K 0.03% 294
2023
Q3 		$205K Buy
+1,994
New +$205K 0.03% 348
2023
Q1 		– Sell
-2,444
Closed -$316K – 368
2022
Q4 		$316K Buy
+2,444
New +$167K 0.03% 294

Other funds holding BCC

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
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
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Sound View Wealth Advisors Group's BCC Position: Q1 2025 in Review

Sound View Wealth Advisors Group sold out of Boise Cascade (BCC) in Q1 2025, closing a stake of 2,066 shares — an estimated $246K sold.

Sound View Wealth Advisors Group first reported a position in BCC in Q4 2022 and held it in 7 quarters. The position peaked at $352K in Q1 2024. 351 funds tracked by Wall St. Rank hold BCC as of Q1 2025.

  • Sound View Wealth Advisors Group reported no remaining Boise Cascade position as of Q1 2025 after selling out during the quarter.
  • Sound View Wealth Advisors Group sold 2,066 Boise Cascade shares in Q1 2025, an estimated $246K.
  • Sound View Wealth Advisors Group first reported a position in Boise Cascade in Q4 2022 and held it in 7 quarters.
  • Sound View Wealth Advisors Group's Boise Cascade position peaked at $352K in Q1 2024.
  • 351 funds tracked by Wall St. Rank held Boise Cascade as of Q1 2025.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2025, filed 8 May 2025.