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Baldwin Wealth Partners’s Box BOX Stock Holding History

Baldwin Wealth Partners’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
Q4 		– Sell
-8,827
Closed -$289K – 329
2024
Q3 		$289K Buy
+8,827
New +$258K 0.02% 276

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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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Baldwin Wealth Partners's BOX Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Box (BOX) in Q4 2024, closing a stake of 8,827 shares — an estimated $289K sold.

Baldwin Wealth Partners first reported a position in BOX in Q3 2024 and held it in 1 quarter. The position peaked at $289K in Q3 2024. 400 funds tracked by Wall St. Rank hold BOX as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining Box position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 8,827 Box shares in Q4 2024, an estimated $289K.
  • Baldwin Wealth Partners first reported a position in Box in Q3 2024 and held it in 1 quarter.
  • Baldwin Wealth Partners's Box position peaked at $289K in Q3 2024.
  • 400 funds tracked by Wall St. Rank held Box as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.