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TFO Wealth Partners’s Boise Cascade BCC Stock Holding History

TFO Wealth Partners’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
2024
Q2 		– Sell
-2
Closed -$307 – 134
2024
Q1 		$307 Hold
2
– – ﹤0.01% 394
2023
Q4 		$259 Hold
2
– – ﹤0.01% 568
2023
Q3 		$181 Hold
2
– – ﹤0.01% 846
2023
Q2 		$181 Hold
2
– – ﹤0.01% 534
2023
Q1 		$127 Buy
2
+1
+100% +$69 ﹤0.01% 592
2022
Q4 		$190 Buy
+1
New +$68 ﹤0.01% 641

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

TFO Wealth Partners's BCC Position: Q2 2024 in Review

TFO Wealth Partners sold out of Boise Cascade (BCC) in Q2 2024, closing a stake of 2 shares — an estimated $307 sold.

TFO Wealth Partners first reported a position in BCC in Q4 2022 and held it in 6 quarters. The position peaked at $307 in Q1 2024. 371 funds tracked by Wall St. Rank hold BCC as of Q2 2024.

  • TFO Wealth Partners reported no remaining Boise Cascade position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 2 Boise Cascade shares in Q2 2024, an estimated $307.
  • TFO Wealth Partners first reported a position in Boise Cascade in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Boise Cascade position peaked at $307 in Q1 2024.
  • 371 funds tracked by Wall St. Rank held Boise Cascade as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.