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Valeo Financial Advisors’s Boston Omaha BOC Stock Holding History

Valeo Financial Advisors’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
2021
Q2 		– Sell
-3,526
Closed -$104K – 689
2021
Q1 		$104K Sell
3,526
-239
-6% -$8.65K ﹤0.01% 605
2020
Q4 		$104K Buy
3,765
+100
+3% +$2.04K 0.01% 554
2020
Q3 		$59K Buy
3,665
+2,665
+267% +$42.9K 0.01% 609
2020
Q2 		$16K Buy
1,000
+400
+67% +$6.68K ﹤0.01% 1130
2020
Q1 		$11K Hold
600
– – ﹤0.01% 1052
2019
Q4 		$13K Buy
+600
New +$12.6K ﹤0.01% 1021

Other funds holding BOC

MG
Magnolia Group Omaha, Nebraska $538M AUM 5.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
RCC
Red Cedar Capital Omaha, Nebraska $158M AUM 6.57% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
APG
Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Valeo Financial Advisors's BOC Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Boston Omaha (BOC) in Q2 2021, closing a stake of 3,526 shares — an estimated $104K sold.

Valeo Financial Advisors first reported a position in BOC in Q4 2019 and held it in 6 quarters. The position peaked at $104K in Q1 2021. 100 funds tracked by Wall St. Rank hold BOC as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Boston Omaha position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 3,526 Boston Omaha shares in Q2 2021, an estimated $104K.
  • Valeo Financial Advisors first reported a position in Boston Omaha in Q4 2019 and held it in 6 quarters.
  • Valeo Financial Advisors's Boston Omaha position peaked at $104K in Q1 2021.
  • 100 funds tracked by Wall St. Rank held Boston Omaha as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.