AWA
BOX icon

Arkadios Wealth Advisors’s Box BOX Stock Holding History

Arkadios Wealth 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
2024
Q1 		– Sell
-15,050
Closed -$385K – 739
2023
Q4 		$385K Sell
15,050
-103
-0.7% -$2.6K 0.03% 446
2023
Q3 		$367K Sell
15,153
-74
-0.5% -$2.11K 0.03% 423
2023
Q2 		$447K Buy
15,227
+65
+0.4% +$1.8K 0.05% 335
2023
Q1 		$406K Buy
+15,162
New +$457K 0.05% 354
2021
Q4 		– Sell
-31
Closed – – 728
2021
Q3 		$0 Sell
31
-10
-24% -$246 ﹤0.01% 1873
2021
Q2 		$1K Hold
41
– – ﹤0.01% 1888
2021
Q1 		$0 Hold
41
– – ﹤0.01% 1645
2020
Q4 		$0 Buy
+41
New +$714 ﹤0.01% 1367

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Arkadios Wealth Advisors's BOX Position: Q1 2024 in Review

Arkadios Wealth Advisors sold out of Box (BOX) in Q1 2024, closing a stake of 15,050 shares — an estimated $385K sold.

Arkadios Wealth Advisors first reported a position in BOX in Q4 2020 and held it in 8 quarters. The position peaked at $447K in Q2 2023. 342 funds tracked by Wall St. Rank hold BOX as of Q1 2024.

  • Arkadios Wealth Advisors reported no remaining Box position as of Q1 2024 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 15,050 Box shares in Q1 2024, an estimated $385K.
  • Arkadios Wealth Advisors first reported a position in Box in Q4 2020 and held it in 8 quarters.
  • Arkadios Wealth Advisors's Box position peaked at $447K in Q2 2023.
  • 342 funds tracked by Wall St. Rank held Box as of Q1 2024.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.