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Tradition Wealth Management’s Boston Omaha BOC Stock Holding History

Tradition 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
2022
Q3 		– Sell
-250
Closed -$5K – 1188
2022
Q2 		$5K Hold
250
– – ﹤0.01% 942
2022
Q1 		$6K Hold
250
– – ﹤0.01% 994
2021
Q4 		$7K Buy
+250
New +$8.16K ﹤0.01% 983

Other funds holding BOC

MG
Magnolia Group Omaha, Nebraska $538M AUM 5.13% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Tradition Wealth Management's BOC Position: Q3 2022 in Review

Tradition Wealth Management sold out of Boston Omaha (BOC) in Q3 2022, closing a stake of 250 shares — an estimated $5K sold.

Tradition Wealth Management first reported a position in BOC in Q4 2021 and held it in 3 quarters. The position peaked at $7K in Q4 2021. 101 funds tracked by Wall St. Rank hold BOC as of Q3 2022.

  • Tradition Wealth Management reported no remaining Boston Omaha position as of Q3 2022 after selling out during the quarter.
  • Tradition Wealth Management sold 250 Boston Omaha shares in Q3 2022, an estimated $5K.
  • Tradition Wealth Management first reported a position in Boston Omaha in Q4 2021 and held it in 3 quarters.
  • Tradition Wealth Management's Boston Omaha position peaked at $7K in Q4 2021.
  • 101 funds tracked by Wall St. Rank held Boston Omaha as of Q3 2022.

Based on Tradition Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.