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AFS Financial Group’s Box BOX Stock Holding History

AFS Financial Group’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
Q4 		– Sell
-12,701
Closed -$307K – 64
2023
Q3 		$307K Sell
12,701
-19,348
-60% -$553K 0.21% 71
2023
Q2 		$942K Sell
32,049
-6,517
-17% -$180K 0.61% 40
2023
Q1 		$1.03M Sell
38,566
-3,987
-9% -$120K 0.69% 38
2022
Q4 		$1.32M Buy
+42,553
New +$1.21M 0.94% 28

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
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AFS Financial Group's BOX Position: Q4 2023 in Review

AFS Financial Group sold out of Box (BOX) in Q4 2023, closing a stake of 12,701 shares — an estimated $307K sold.

AFS Financial Group first reported a position in BOX in Q4 2022 and held it in 4 quarters. The position peaked at $1.32M in Q4 2022. 332 funds tracked by Wall St. Rank hold BOX as of Q4 2023.

  • AFS Financial Group reported no remaining Box position as of Q4 2023 after selling out during the quarter.
  • AFS Financial Group sold 12,701 Box shares in Q4 2023, an estimated $307K.
  • AFS Financial Group first reported a position in Box in Q4 2022 and held it in 4 quarters.
  • AFS Financial Group's Box position peaked at $1.32M in Q4 2022.
  • 332 funds tracked by Wall St. Rank held Box as of Q4 2023.

Based on AFS Financial Group's 13F filing for Q4 2023, filed 23 Jan 2024.