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Widmann Financial Services’s Boston Omaha BOC Stock Holding History

Widmann Financial Services’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
Q1 		– Sell
-35
Closed -$1K – 127
2021
Q4 		$1K Buy
+35
New +$1.14K ﹤0.01% 422

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BlackRock
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MIOT
Massachusetts Institute of Technology Cambridge, Massachusetts $577M AUM 8.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACH
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RCC
Red Cedar Capital Omaha, Nebraska $158M AUM 6.57% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Widmann Financial Services's BOC Position: Q1 2022 in Review

Widmann Financial Services sold out of Boston Omaha (BOC) in Q1 2022, closing a stake of 35 shares — an estimated $1K sold.

Widmann Financial Services first reported a position in BOC in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 105 funds tracked by Wall St. Rank hold BOC as of Q1 2022.

  • Widmann Financial Services reported no remaining Boston Omaha position as of Q1 2022 after selling out during the quarter.
  • Widmann Financial Services sold 35 Boston Omaha shares in Q1 2022, an estimated $1K.
  • Widmann Financial Services first reported a position in Boston Omaha in Q4 2021 and held it in 1 quarter.
  • Widmann Financial Services's Boston Omaha position peaked at $1K in Q4 2021.
  • 105 funds tracked by Wall St. Rank held Boston Omaha as of Q1 2022.

Based on Widmann Financial Services's 13F filing for Q1 2022, filed 4 May 2022.