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Advisors Asset Management’s Box BOX Stock Holding History

Advisors Asset 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
Q3 		– Sell
-866
Closed -$25.4K – 1413
2023
Q2 		$25.4K Sell
866
-89
-9% -$2.46K ﹤0.01% 1345
2023
Q1 		$25.6K Sell
955
-1,291
-57% -$38.9K ﹤0.01% 1365
2022
Q4 		$69.9K Buy
2,246
+27
+1% +$770 ﹤0.01% 1301
2022
Q3 		$54K Sell
2,219
-1,003
-31% -$27.6K ﹤0.01% 1343
2022
Q2 		$81K Buy
+3,222
New +$90K ﹤0.01% 1316
2021
Q2 		– Sell
-1,791
Closed -$41.1K – 1412
2021
Q1 		$41.1K Buy
1,791
+756
+73% +$14.7K ﹤0.01% 1421
2020
Q4 		$19K Buy
1,035
+750
+263% +$13.1K ﹤0.01% 1478
2020
Q3 		$4.95K Buy
+285
New +$5.26K ﹤0.01% 1503

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Advisors Asset Management's BOX Position: Q3 2023 in Review

Advisors Asset Management sold out of Box (BOX) in Q3 2023, closing a stake of 866 shares — an estimated $25.4K sold.

Advisors Asset Management first reported a position in BOX in Q3 2020 and held it in 8 quarters. The position peaked at $81K in Q2 2022. 326 funds tracked by Wall St. Rank hold BOX as of Q3 2023.

  • Advisors Asset Management reported no remaining Box position as of Q3 2023 after selling out during the quarter.
  • Advisors Asset Management sold 866 Box shares in Q3 2023, an estimated $25.4K.
  • Advisors Asset Management first reported a position in Box in Q3 2020 and held it in 8 quarters.
  • Advisors Asset Management's Box position peaked at $81K in Q2 2022.
  • 326 funds tracked by Wall St. Rank held Box as of Q3 2023.

Based on Advisors Asset Management's 13F filing for Q3 2023, filed 14 Nov 2023.