AWM
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Avior Wealth Management’s Box BOX Stock Holding History

Avior Wealth Management’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
2025
Q1 		– Sell
-174
Closed -$5.5K – 936
2024
Q4 		$5.5K Sell
174
-23
-12% -$754 ﹤0.01% 1828
2024
Q3 		$6.45K Buy
197
+9
+5% +$263 ﹤0.01% 1688
2024
Q2 		$4.97K Sell
188
-481
-72% -$12.8K ﹤0.01% 1723
2024
Q1 		$18.9K Buy
+669
New +$18K ﹤0.01% 1631

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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Avior Wealth Management's BOX Position: Q1 2025 in Review

Avior Wealth Management sold out of Box (BOX) in Q1 2025, closing a stake of 174 shares — an estimated $5.5K sold.

Avior Wealth Management first reported a position in BOX in Q1 2024 and held it in 4 quarters. The position peaked at $18.9K in Q1 2024. 392 funds tracked by Wall St. Rank hold BOX as of Q1 2025.

  • Avior Wealth Management reported no remaining Box position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 174 Box shares in Q1 2025, an estimated $5.5K.
  • Avior Wealth Management first reported a position in Box in Q1 2024 and held it in 4 quarters.
  • Avior Wealth Management's Box position peaked at $18.9K in Q1 2024.
  • 392 funds tracked by Wall St. Rank held Box as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.