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Total Clarity Wealth Management’s Boston Omaha BOC Stock Holding History

Total Clarity Wealth Management’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
2020
Q1 		– Sell
-10,400
Closed -$219K – 144
2019
Q4 		$219K Buy
+10,400
New +$218K 0.16% 116

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
APG
Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
RCC
Red Cedar Capital Omaha, Nebraska $158M AUM 6.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
ICP
Ironvine Capital Partners Omaha, Nebraska $910M AUM 10.64% 1-Year Est. Return
BF
BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return

Total Clarity Wealth Management's BOC Position: Q1 2020 in Review

Total Clarity Wealth Management sold out of Boston Omaha (BOC) in Q1 2020, closing a stake of 10,400 shares — an estimated $219K sold.

Total Clarity Wealth Management first reported a position in BOC in Q4 2019 and held it in 1 quarter. The position peaked at $219K in Q4 2019. 65 funds tracked by Wall St. Rank hold BOC as of Q1 2020.

  • Total Clarity Wealth Management reported no remaining Boston Omaha position as of Q1 2020 after selling out during the quarter.
  • Total Clarity Wealth Management sold 10,400 Boston Omaha shares in Q1 2020, an estimated $219K.
  • Total Clarity Wealth Management first reported a position in Boston Omaha in Q4 2019 and held it in 1 quarter.
  • Total Clarity Wealth Management's Boston Omaha position peaked at $219K in Q4 2019.
  • 65 funds tracked by Wall St. Rank held Boston Omaha as of Q1 2020.

Based on Total Clarity Wealth Management's 13F filing for Q1 2020, filed 24 Apr 2020.