BDO Wealth Advisors’s Box BOX Stock Holding History

BDO Wealth Advisors’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
2023 Q1	–	Sell	-20,000	Closed	-$623K	–	1063
2022 Q4	$623K	Hold	20,000	–	–	0.08%	159
2022 Q3	$488K	Hold	20,000	–	–	0.06%	168
2022 Q2	$503K	Hold	20,000	–	–	0.06%	171
2022 Q1	$581K	Hold	20,000	–	–	0.06%	170
2021 Q4	$524K	Hold	20,000	–	–	0.06%	179
2021 Q3	$473K	Hold	20,000	–	–	0.05%	186
2021 Q2	$511K	Hold	20,000	–	–	0.06%	184
2021 Q1	$459K	Buy	+20,000	New	+$389K	0.05%	186

Other funds holding BOX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

BDO Wealth Advisors's BOX Position: Q1 2023 in Review

BDO Wealth Advisors sold out of Box (BOX) in Q1 2023, closing a stake of 20,000 shares — an estimated $623K sold.

BDO Wealth Advisors first reported a position in BOX in Q1 2021 and held it in 8 quarters. The position peaked at $623K in Q4 2022. 364 funds tracked by Wall St. Rank hold BOX as of Q1 2023.

BDO Wealth Advisors reported no remaining Box position as of Q1 2023 after selling out during the quarter.
BDO Wealth Advisors sold 20,000 Box shares in Q1 2023, an estimated $623K.
BDO Wealth Advisors first reported a position in Box in Q1 2021 and held it in 8 quarters.
BDO Wealth Advisors's Box position peaked at $623K in Q4 2022.
364 funds tracked by Wall St. Rank held Box as of Q1 2023.

Based on BDO Wealth Advisors's 13F filing for Q1 2023, filed 9 May 2023.