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Wealthcare Advisory Partners’s Boston Omaha BOC Stock Holding History

Wealthcare Advisory Partners’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
-50
Closed -$1K – 706
2021
Q1 		$1K Buy
+50
New +$1.81K ﹤0.01% 1965

Other funds holding BOC

MG
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T. Rowe Price Associates
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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

Wealthcare Advisory Partners's BOC Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Boston Omaha (BOC) in Q2 2021, closing a stake of 50 shares — an estimated $1K sold.

Wealthcare Advisory Partners first reported a position in BOC in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 100 funds tracked by Wall St. Rank hold BOC as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining Boston Omaha position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 50 Boston Omaha shares in Q2 2021, an estimated $1K.
  • Wealthcare Advisory Partners first reported a position in Boston Omaha in Q1 2021 and held it in 1 quarter.
  • Wealthcare Advisory Partners's Boston Omaha position peaked at $1K in Q1 2021.
  • 100 funds tracked by Wall St. Rank held Boston Omaha as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.