BCWM
BOX icon

Bartlett & Co Wealth Management’s Box BOX Stock Holding History

Bartlett & Co 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
Q3 		– Sell
-114
Closed -$3.9K – 1212
2025
Q2 		$3.9K Buy
+114
New +$3.74K ﹤0.01% 1029
2024
Q2 		– Sell
-2,000
Closed -$56.6K – 1141
2024
Q1 		$56.6K Hold
2,000
– – ﹤0.01% 644
2023
Q4 		$51.7K Hold
2,000
– – ﹤0.01% 700
2023
Q3 		$48.4K Hold
2,000
– – ﹤0.01% 672
2023
Q2 		$58.8K Hold
2,000
– – ﹤0.01% 636
2023
Q1 		$53.6K Hold
2,000
– – ﹤0.01% 562
2022
Q4 		$62.3K Hold
2,000
– – ﹤0.01% 550
2022
Q3 		$48.8K Hold
2,000
– – ﹤0.01% 569
2022
Q2 		$50.3K Hold
2,000
– – ﹤0.01% 568
2022
Q1 		$58.1K Buy
+2,000
New +$52.6K ﹤0.01% 563
2021
Q4 		– Sell
-2,000
Closed -$47.3K – 465
2021
Q3 		$47.3K Hold
2,000
– – ﹤0.01% 516
2021
Q2 		$51.1K Hold
2,000
– – ﹤0.01% 504
2021
Q1 		$45.9K Hold
2,000
– – ﹤0.01% 553
2020
Q4 		$36.1K Hold
2,000
– – ﹤0.01% 583
2020
Q3 		$34.7K Hold
2,000
– – ﹤0.01% 540
2020
Q2 		$41.5K Hold
2,000
– – ﹤0.01% 525
2020
Q1 		$28.1K Hold
2,000
– – ﹤0.01% 539
2019
Q4 		$33.6K Hold
2,000
– – ﹤0.01% 589
2019
Q3 		$33.1K Buy
+2,000
New +$32.1K ﹤0.01% 591

Other funds holding BOX

BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return