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Atria Wealth Solutions’s Box BOX Stock Holding History

Atria Wealth Solutions’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
Q2 		– Sell
-8,105
Closed -$230K – 1942
2024
Q1 		$230K Sell
8,105
-1,752
-18% -$47K ﹤0.01% 1729
2023
Q4 		$252K Sell
9,857
-1,859
-16% -$47K ﹤0.01% 1624
2023
Q3 		$284K Sell
11,716
-153
-1% -$4.37K ﹤0.01% 1451
2023
Q2 		$349K Sell
11,869
-564
-5% -$15.6K ﹤0.01% 1350
2023
Q1 		$333K Sell
12,433
-176
-1% -$5.3K ﹤0.01% 1357
2022
Q4 		$393K Sell
12,609
-14
-0.1% -$399 0.01% 1210
2022
Q3 		$308K Buy
+12,623
New +$347K 0.01% 1285

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 $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Atria Wealth Solutions's BOX Position: Q2 2024 in Review

Atria Wealth Solutions sold out of Box (BOX) in Q2 2024, closing a stake of 8,105 shares — an estimated $230K sold.

Atria Wealth Solutions first reported a position in BOX in Q3 2022 and held it in 7 quarters. The position peaked at $393K in Q4 2022. 349 funds tracked by Wall St. Rank hold BOX as of Q2 2024.

  • Atria Wealth Solutions reported no remaining Box position as of Q2 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 8,105 Box shares in Q2 2024, an estimated $230K.
  • Atria Wealth Solutions first reported a position in Box in Q3 2022 and held it in 7 quarters.
  • Atria Wealth Solutions's Box position peaked at $393K in Q4 2022.
  • 349 funds tracked by Wall St. Rank held Box as of Q2 2024.

Based on Atria Wealth Solutions's 13F filing for Q2 2024, filed 22 Jul 2024.