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Unique Wealth Strategies’s Boise Cascade BCC Stock Holding History

Unique Wealth Strategies’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
Q1 		– Sell
-4,968
Closed -$643K – 185
2023
Q4 		$643K Buy
+4,968
New +$533K 0.43% 98

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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Unique Wealth Strategies's BCC Position: Q1 2024 in Review

Unique Wealth Strategies sold out of Boise Cascade (BCC) in Q1 2024, closing a stake of 4,968 shares — an estimated $643K sold.

Unique Wealth Strategies first reported a position in BCC in Q4 2023 and held it in 1 quarter. The position peaked at $643K in Q4 2023. 384 funds tracked by Wall St. Rank hold BCC as of Q1 2024.

  • Unique Wealth Strategies reported no remaining Boise Cascade position as of Q1 2024 after selling out during the quarter.
  • Unique Wealth Strategies sold 4,968 Boise Cascade shares in Q1 2024, an estimated $643K.
  • Unique Wealth Strategies first reported a position in Boise Cascade in Q4 2023 and held it in 1 quarter.
  • Unique Wealth Strategies's Boise Cascade position peaked at $643K in Q4 2023.
  • 384 funds tracked by Wall St. Rank held Boise Cascade as of Q1 2024.

Based on Unique Wealth Strategies's 13F filing for Q1 2024, filed 26 Apr 2024.