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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 – 1412
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% 1364
2022
Q4 		$69.9K Buy
2,246
+27
+1% +$770 ﹤0.01% 1300
2022
Q3 		$54K Sell
2,219
-1,003
-31% -$27.6K ﹤0.01% 1342
2022
Q2 		$81K Buy
+3,222
New +$90K ﹤0.01% 1314
2021
Q2 		– Sell
-1,791
Closed -$41K – 1411
2021
Q1 		$41K Buy
1,791
+756
+73% +$14.7K ﹤0.01% 1420
2020
Q4 		$19K Buy
1,035
+750
+263% +$13.1K ﹤0.01% 1477
2020
Q3 		$5K Buy
+285
New +$5.26K ﹤0.01% 1501

Other funds holding BOX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return