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Toth Financial Advisory’s Boston Omaha BOC Stock Holding History

Toth Financial 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
Q3 		– Sell
-100
Closed -$1.88K – 766
2023
Q2 		$1.88K Hold
100
– – ﹤0.01% 647
2023
Q1 		$2.37K Hold
100
– – ﹤0.01% 632
2022
Q4 		$2.65K Hold
100
– – ﹤0.01% 562
2022
Q3 		$2K Hold
100
– – ﹤0.01% 628
2022
Q2 		$2K Hold
100
– – ﹤0.01% 582
2022
Q1 		$3K Hold
100
– – ﹤0.01% 584
2021
Q4 		$3K Hold
100
– – ﹤0.01% 604
2021
Q3 		$4K Hold
100
– – ﹤0.01% 567
2021
Q2 		$3K Hold
100
– – ﹤0.01% 535
2021
Q1 		$3K Buy
+100
New +$3.62K ﹤0.01% 541

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
GG
Greenwood Gearhart Fayetteville, Arkansas $1.85B AUM 19.98% 1-Year Est. Return
LKIM
Lawson Kroeker Investment Management Omaha, Nebraska $343M AUM 17.29% 1-Year Est. Return
ICP
Ironvine Capital Partners Omaha, Nebraska $910M AUM 10.64% 1-Year Est. Return

Toth Financial Advisory's BOC Position: Q3 2023 in Review

Toth Financial Advisory sold out of Boston Omaha (BOC) in Q3 2023, closing a stake of 100 shares — an estimated $1.88K sold.

Toth Financial Advisory first reported a position in BOC in Q1 2021 and held it in 10 quarters. The position peaked at $4K in Q3 2021. 120 funds tracked by Wall St. Rank hold BOC as of Q3 2023.

  • Toth Financial Advisory reported no remaining Boston Omaha position as of Q3 2023 after selling out during the quarter.
  • Toth Financial Advisory sold 100 Boston Omaha shares in Q3 2023, an estimated $1.88K.
  • Toth Financial Advisory first reported a position in Boston Omaha in Q1 2021 and held it in 10 quarters.
  • Toth Financial Advisory's Boston Omaha position peaked at $4K in Q3 2021.
  • 120 funds tracked by Wall St. Rank held Boston Omaha as of Q3 2023.

Based on Toth Financial Advisory's 13F filing for Q3 2023, filed 12 Oct 2023.