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Spire Wealth Management’s Boise Cascade BCC Stock Holding History

Spire Wealth Management’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
2023
Q2 		– Sell
-26
Closed -$1.65K – 2401
2023
Q1 		$1.65K Sell
26
-70
-73% -$4.86K ﹤0.01% 2302
2022
Q4 		$7K Buy
+96
New +$6.55K ﹤0.01% 1723

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Spire Wealth Management's BCC Position: Q2 2023 in Review

Spire Wealth Management sold out of Boise Cascade (BCC) in Q2 2023, closing a stake of 26 shares — an estimated $1.65K sold.

Spire Wealth Management first reported a position in BCC in Q4 2022 and held it in 2 quarters. The position peaked at $7K in Q4 2022. 315 funds tracked by Wall St. Rank hold BCC as of Q2 2023.

  • Spire Wealth Management reported no remaining Boise Cascade position as of Q2 2023 after selling out during the quarter.
  • Spire Wealth Management sold 26 Boise Cascade shares in Q2 2023, an estimated $1.65K.
  • Spire Wealth Management first reported a position in Boise Cascade in Q4 2022 and held it in 2 quarters.
  • Spire Wealth Management's Boise Cascade position peaked at $7K in Q4 2022.
  • 315 funds tracked by Wall St. Rank held Boise Cascade as of Q2 2023.

Based on Spire Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.