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Winch Advisory Services’s Boston Omaha BOC Stock Holding History

Winch Advisory 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
Q2 		– Sell
-697
Closed -$18K – 439
2022
Q1 		$18K Buy
697
+352
+102% +$9.6K 0.01% 209
2021
Q4 		$10K Buy
+345
New +$11.3K ﹤0.01% 261
2021
Q3 		– Sell
-250
Closed -$8K – 487
2021
Q2 		$8K Buy
+250
New +$7.26K ﹤0.01% 288

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
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
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
RCC
Red Cedar Capital Omaha, Nebraska $158M AUM 6.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Winch Advisory Services's BOC Position: Q2 2022 in Review

Winch Advisory Services sold out of Boston Omaha (BOC) in Q2 2022, closing a stake of 697 shares — an estimated $18K sold.

Winch Advisory Services first reported a position in BOC in Q2 2021 and held it in 3 quarters. The position peaked at $18K in Q1 2022. 101 funds tracked by Wall St. Rank hold BOC as of Q2 2022.

  • Winch Advisory Services reported no remaining Boston Omaha position as of Q2 2022 after selling out during the quarter.
  • Winch Advisory Services sold 697 Boston Omaha shares in Q2 2022, an estimated $18K.
  • Winch Advisory Services first reported a position in Boston Omaha in Q2 2021 and held it in 3 quarters.
  • Winch Advisory Services's Boston Omaha position peaked at $18K in Q1 2022.
  • 101 funds tracked by Wall St. Rank held Boston Omaha as of Q2 2022.

Based on Winch Advisory Services's 13F filing for Q2 2022, filed 12 Aug 2022.