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Steward Partners Investment Advisory’s Boston Omaha BOC Stock Holding History

Steward Partners Investment Advisory’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
2023
Q1 		– Sell
-87
Closed -$2.31K – 3324
2022
Q4 		$2.31K Hold
87
– – ﹤0.01% 2992
2022
Q3 		$2K Hold
87
– – ﹤0.01% 3003
2022
Q2 		$2K Buy
+87
New +$1.91K ﹤0.01% 2982
2021
Q2 		– Sell
-4,570
Closed -$135K – 7123
2021
Q1 		$135K Buy
+4,570
New +$165K ﹤0.01% 1468

Other funds holding BOC

MG
Magnolia Group Omaha, Nebraska $538M AUM 5.13% 1-Year Est. Return
MIOT
Massachusetts Institute of Technology Cambridge, Massachusetts $577M AUM 8.5% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
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
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
LKIM
Lawson Kroeker Investment Management Omaha, Nebraska $343M AUM 17.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Steward Partners Investment Advisory's BOC Position: Q1 2023 in Review

Steward Partners Investment Advisory sold out of Boston Omaha (BOC) in Q1 2023, closing a stake of 87 shares — an estimated $2.31K sold.

Steward Partners Investment Advisory first reported a position in BOC in Q1 2021 and held it in 4 quarters. The position peaked at $135K in Q1 2021. 114 funds tracked by Wall St. Rank hold BOC as of Q1 2023.

  • Steward Partners Investment Advisory reported no remaining Boston Omaha position as of Q1 2023 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 87 Boston Omaha shares in Q1 2023, an estimated $2.31K.
  • Steward Partners Investment Advisory first reported a position in Boston Omaha in Q1 2021 and held it in 4 quarters.
  • Steward Partners Investment Advisory's Boston Omaha position peaked at $135K in Q1 2021.
  • 114 funds tracked by Wall St. Rank held Boston Omaha as of Q1 2023.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2023, filed 15 May 2023.