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Sowell Financial Services’s Boise Cascade BCC Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-171
Closed -$12K – 737
2021
Q1 		$12K Buy
+171
New +$9.03K ﹤0.01% 2232
2017
Q4 		– Sell
-11,000
Closed -$394K – 263
2017
Q3 		$394K Buy
+11,000
New +$334K 0.1% 164

Other funds holding BCC

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Sowell Financial Services's BCC Position: Q2 2021 in Review

Sowell Financial Services sold out of Boise Cascade (BCC) in Q2 2021, closing a stake of 171 shares — an estimated $12K sold.

Sowell Financial Services first reported a position in BCC in Q3 2017 and held it in 2 quarters. The position peaked at $394K in Q3 2017. 259 funds tracked by Wall St. Rank hold BCC as of Q2 2021.

  • Sowell Financial Services reported no remaining Boise Cascade position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 171 Boise Cascade shares in Q2 2021, an estimated $12K.
  • Sowell Financial Services first reported a position in Boise Cascade in Q3 2017 and held it in 2 quarters.
  • Sowell Financial Services's Boise Cascade position peaked at $394K in Q3 2017.
  • 259 funds tracked by Wall St. Rank held Boise Cascade as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.