AF
BOX icon

Advisornet Financial’s Box BOX Stock Holding History

Advisornet Financial’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
2024
Q4 		– Sell
-48
Closed -$1.57K – 1998
2024
Q3 		$1.57K Buy
+48
New +$1.4K ﹤0.01% 1825
2024
Q1 		– Sell
-21
Closed -$538 – 2098
2023
Q4 		$538 Sell
21
-4
-16% -$101 ﹤0.01% 2079
2023
Q3 		$605 Buy
25
+6
+32% +$171 ﹤0.01% 1933
2023
Q2 		$558 Buy
19
+5
+36% +$138 ﹤0.01% 2032
2023
Q1 		$375 Sell
14
-9
-39% -$271 ﹤0.01% 2132
2022
Q4 		$716 Buy
+23
New +$656 ﹤0.01% 1933

Other funds holding BOX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Advisornet Financial's BOX Position: Q4 2024 in Review

Advisornet Financial sold out of Box (BOX) in Q4 2024, closing a stake of 48 shares — an estimated $1.57K sold.

Advisornet Financial first reported a position in BOX in Q4 2022 and held it in 6 quarters. The position peaked at $1.57K in Q3 2024. 400 funds tracked by Wall St. Rank hold BOX as of Q4 2024.

  • Advisornet Financial reported no remaining Box position as of Q4 2024 after selling out during the quarter.
  • Advisornet Financial sold 48 Box shares in Q4 2024, an estimated $1.57K.
  • Advisornet Financial first reported a position in Box in Q4 2022 and held it in 6 quarters.
  • Advisornet Financial's Box position peaked at $1.57K in Q3 2024.
  • 400 funds tracked by Wall St. Rank held Box as of Q4 2024.

Based on Advisornet Financial's 13F filing for Q4 2024, filed 13 Jan 2025.