AWM
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Accel Wealth Management’s Box BOX Stock Holding History

Accel Wealth Management’s Portfolio BOX Stock Details BOX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-34
Closed -$911 – 251
2023
Q1 		$911 Hold
34
– – ﹤0.01% 1177
2022
Q4 		$1.06K Hold
34
– – ﹤0.01% 965
2022
Q3 		$1K Hold
34
– – ﹤0.01% 973
2022
Q2 		$1K Buy
+34
New +$950 ﹤0.01% 935

Other funds holding BOX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Accel Wealth Management's BOX Position: Q2 2023 in Review

Accel Wealth Management sold out of Box (BOX) in Q2 2023, closing a stake of 34 shares — an estimated $911 sold.

Accel Wealth Management first reported a position in BOX in Q2 2022 and held it in 4 quarters. The position peaked at $1.06K in Q4 2022. 343 funds tracked by Wall St. Rank hold BOX as of Q2 2023.

  • Accel Wealth Management reported no remaining Box position as of Q2 2023 after selling out during the quarter.
  • Accel Wealth Management sold 34 Box shares in Q2 2023, an estimated $911.
  • Accel Wealth Management first reported a position in Box in Q2 2022 and held it in 4 quarters.
  • Accel Wealth Management's Box position peaked at $1.06K in Q4 2022.
  • 343 funds tracked by Wall St. Rank held Box as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.