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Altium Capital Management’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Altium Capital Management’s Portfolio BOXX Stock Details BOXX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-92,700
Closed -$9.75M – 75
2023
Q4 		$9.75M Buy
+92,700
New +$9.68M 6.62% 4

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TWD
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Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
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ADAR1 Capital Management Austin, Texas $1.7B AUM 340.85% 1-Year Est. Return
IA
Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.05B AUM 16.28% 1-Year Est. Return

Altium Capital Management's BOXX Position: Q1 2024 in Review

Altium Capital Management sold out of Alpha Architect 1-3 Month Box ETF (BOXX) in Q1 2024, closing a stake of 92,700 shares — an estimated $9.75M sold.

Altium Capital Management first reported a position in BOXX in Q4 2023 and held it in 1 quarter. The position peaked at $9.75M in Q4 2023. 109 funds tracked by Wall St. Rank hold BOXX as of Q1 2024.

  • Altium Capital Management reported no remaining Alpha Architect 1-3 Month Box ETF position as of Q1 2024 after selling out during the quarter.
  • Altium Capital Management sold 92,700 Alpha Architect 1-3 Month Box ETF shares in Q1 2024, an estimated $9.75M.
  • Altium Capital Management first reported a position in Alpha Architect 1-3 Month Box ETF in Q4 2023 and held it in 1 quarter.
  • Altium Capital Management's Alpha Architect 1-3 Month Box ETF position peaked at $9.75M in Q4 2023.
  • 109 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q1 2024.

Based on Altium Capital Management's 13F filing for Q1 2024, filed 15 May 2024.