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American Portfolios Advisors’s Box BOX Stock Holding History

American Portfolios Advisors’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
2022
Q3 		– Sell
-100
Closed -$2.51K – 3542
2022
Q2 		$2.51K Sell
100
-262
-72% -$7.32K ﹤0.01% 3073
2022
Q1 		$10.5K Hold
362
– – ﹤0.01% 2668
2021
Q4 		$9.48K Hold
362
– – ﹤0.01% 2641
2021
Q3 		$8.57K Hold
362
– – ﹤0.01% 2636
2021
Q2 		$9.25K Sell
362
-300
-45% -$6.99K ﹤0.01% 2561
2021
Q1 		$15.2K Buy
662
+562
+562% +$10.9K ﹤0.01% 2199
2020
Q4 		$1.8K Hold
100
– – ﹤0.01% 2720
2020
Q3 		$1.74K Hold
100
– – ﹤0.01% 2656
2020
Q2 		$2.08K Hold
100
– – ﹤0.01% 2537
2020
Q1 		$1.4K Hold
100
– – ﹤0.01% 2493
2019
Q4 		$1.68K Hold
100
– – ﹤0.01% 2612
2019
Q3 		$1.66K Sell
100
-150
-60% -$2.41K ﹤0.01% 2555
2019
Q2 		$4.4K Sell
250
-250
-50% -$4.78K ﹤0.01% 2221
2019
Q1 		$9.65K Sell
500
-5,500
-92% -$114K ﹤0.01% 1845
2018
Q4 		$101K Buy
6,000
+50
+0.8% +$920 0.01% 725
2018
Q3 		$142K Sell
5,950
-1,950
-25% -$49.1K 0.02% 698
2018
Q2 		$197K Buy
+7,900
New +$196K 0.03% 555

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 $24.3B AUM 34.41% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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 $140B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

American Portfolios Advisors's BOX Position: Q3 2022 in Review

American Portfolios Advisors sold out of Box (BOX) in Q3 2022, closing a stake of 100 shares — an estimated $2.51K sold.

American Portfolios Advisors first reported a position in BOX in Q2 2018 and held it in 17 quarters. The position peaked at $197K in Q2 2018. 324 funds tracked by Wall St. Rank hold BOX as of Q3 2022.

  • American Portfolios Advisors reported no remaining Box position as of Q3 2022 after selling out during the quarter.
  • American Portfolios Advisors sold 100 Box shares in Q3 2022, an estimated $2.51K.
  • American Portfolios Advisors first reported a position in Box in Q2 2018 and held it in 17 quarters.
  • American Portfolios Advisors's Box position peaked at $197K in Q2 2018.
  • 324 funds tracked by Wall St. Rank held Box as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.