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Strategic Investment Solutions’s Boston Omaha BOC Stock Holding History

Strategic Investment Solutions’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
2024
Q3 		– Sell
-100
Closed -$3.88K – 658
2024
Q2 		$3.88K Buy
+100
New +$1.48K ﹤0.01% 444
2023
Q4 		$1.57K Sell
100
-6,200
-98% -$94.1K ﹤0.01% 981
2023
Q3 		$113K Buy
6,300
+6,200
+6,200% +$111K ﹤0.01% 543
2023
Q2 		$1.9K Hold
100
– – ﹤0.01% 756
2023
Q1 		$2.37K Buy
+100
New +$2.49K ﹤0.01% 856

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
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
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Strategic Investment Solutions's BOC Position: Q3 2024 in Review

Strategic Investment Solutions sold out of Boston Omaha (BOC) in Q3 2024, closing a stake of 100 shares — an estimated $3.88K sold.

Strategic Investment Solutions first reported a position in BOC in Q1 2023 and held it in 5 quarters. The position peaked at $113K in Q3 2023. 126 funds tracked by Wall St. Rank hold BOC as of Q3 2024.

  • Strategic Investment Solutions reported no remaining Boston Omaha position as of Q3 2024 after selling out during the quarter.
  • Strategic Investment Solutions sold 100 Boston Omaha shares in Q3 2024, an estimated $3.88K.
  • Strategic Investment Solutions first reported a position in Boston Omaha in Q1 2023 and held it in 5 quarters.
  • Strategic Investment Solutions's Boston Omaha position peaked at $113K in Q3 2023.
  • 126 funds tracked by Wall St. Rank held Boston Omaha as of Q3 2024.

Based on Strategic Investment Solutions's 13F filing for Q3 2024, filed 23 Oct 2024.