Baird Financial Group
BOX icon

Baird Financial Group’s Box BOX Stock Holding History

Baird Financial Group’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
-16,548
Closed -$416K – 1716
2022
Q2 		$416K Sell
16,548
-22
-0.1% -$615 ﹤0.01% 1415
2022
Q1 		$482K Sell
16,570
-476
-3% -$12.5K ﹤0.01% 1419
2021
Q4 		$446K Buy
+17,046
New +$439K ﹤0.01% 1520

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 $27.7B AUM 52.44% 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 $23.2B AUM 40.19% 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 $170B AUM 46.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Baird Financial Group's BOX Position: Q3 2022 in Review

Baird Financial Group sold out of Box (BOX) in Q3 2022, closing a stake of 16,548 shares — an estimated $416K sold.

Baird Financial Group first reported a position in BOX in Q4 2021 and held it in 3 quarters. The position peaked at $482K in Q1 2022. 324 funds tracked by Wall St. Rank hold BOX as of Q3 2022.

  • Baird Financial Group reported no remaining Box position as of Q3 2022 after selling out during the quarter.
  • Baird Financial Group sold 16,548 Box shares in Q3 2022, an estimated $416K.
  • Baird Financial Group first reported a position in Box in Q4 2021 and held it in 3 quarters.
  • Baird Financial Group's Box position peaked at $482K in Q1 2022.
  • 324 funds tracked by Wall St. Rank held Box as of Q3 2022.

Based on Baird Financial Group's 13F filing for Q3 2022, filed 15 Nov 2022.