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VisionPoint Advisory Group’s Boston Omaha BOC Stock Holding History

VisionPoint Advisory Group’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
2024
Q3 		– Sell
-1,077
Closed -$14.5K – 305
2024
Q2 		$14.5K Buy
1,077
+446
+71% +$6.59K 0.01% 449
2024
Q1 		$9.76K Buy
631
+263
+71% +$4.14K ﹤0.01% 473
2023
Q4 		$5.79K Buy
+368
New +$5.59K ﹤0.01% 473

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
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Geode Capital Management
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VisionPoint Advisory Group's BOC Position: Q3 2024 in Review

VisionPoint Advisory Group sold out of Boston Omaha (BOC) in Q3 2024, closing a stake of 1,077 shares — an estimated $14.5K sold.

VisionPoint Advisory Group first reported a position in BOC in Q4 2023 and held it in 3 quarters. The position peaked at $14.5K in Q2 2024. 126 funds tracked by Wall St. Rank hold BOC as of Q3 2024.

  • VisionPoint Advisory Group reported no remaining Boston Omaha position as of Q3 2024 after selling out during the quarter.
  • VisionPoint Advisory Group sold 1,077 Boston Omaha shares in Q3 2024, an estimated $14.5K.
  • VisionPoint Advisory Group first reported a position in Boston Omaha in Q4 2023 and held it in 3 quarters.
  • VisionPoint Advisory Group's Boston Omaha position peaked at $14.5K in Q2 2024.
  • 126 funds tracked by Wall St. Rank held Boston Omaha as of Q3 2024.

Based on VisionPoint Advisory Group's 13F filing for Q3 2024, filed 15 Oct 2024.