Tradewinds Capital Management’s Boston Omaha BOC Stock Holding History

Tradewinds Capital 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
2023 Q4	–	Sell	-100	Closed	-$1.64K	–	490
2023 Q3	$1.64K	Hold	100	–	–	﹤0.01%	354
2023 Q2	$1.88K	Hold	100	–	–	﹤0.01%	334
2023 Q1	$2.37K	Hold	100	–	–	﹤0.01%	327
2022 Q4	$2.65K	Hold	100	–	–	﹤0.01%	341
2022 Q3	$2K	Hold	100	–	–	﹤0.01%	321
2022 Q2	$2K	Hold	100	–	–	﹤0.01%	332
2022 Q1	$3K	Hold	100	–	–	﹤0.01%	616
2021 Q4	$3K	Hold	100	–	–	﹤0.01%	628
2021 Q3	$4K	Hold	100	–	–	﹤0.01%	579
2021 Q2	$3K	Buy	+100	New	+$2.91K	﹤0.01%	619

Other funds holding BOC

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 New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Tradewinds Capital Management's BOC Position: Q4 2023 in Review

Tradewinds Capital Management sold out of Boston Omaha (BOC) in Q4 2023, closing a stake of 100 shares — an estimated $1.64K sold.

Tradewinds Capital Management first reported a position in BOC in Q2 2021 and held it in 10 quarters. The position peaked at $4K in Q3 2021. 136 funds tracked by Wall St. Rank hold BOC as of Q4 2023.

Tradewinds Capital Management reported no remaining Boston Omaha position as of Q4 2023 after selling out during the quarter.
Tradewinds Capital Management sold 100 Boston Omaha shares in Q4 2023, an estimated $1.64K.
Tradewinds Capital Management first reported a position in Boston Omaha in Q2 2021 and held it in 10 quarters.
Tradewinds Capital Management's Boston Omaha position peaked at $4K in Q3 2021.
136 funds tracked by Wall St. Rank held Boston Omaha as of Q4 2023.

Based on Tradewinds Capital Management's 13F filing for Q4 2023, filed 1 Feb 2024.