Beacon Harbor Wealth Advisors’s Box BOX Stock Holding History

Beacon Harbor 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
2025 Q1	–	Sell	-189,765	Closed	-$6M	–	77
2024 Q4	$6M	Buy	+189,765	New	+$6.22M	1.4%	36

Other funds holding BOX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Beacon Harbor Wealth Advisors's BOX Position: Q1 2025 in Review

Beacon Harbor Wealth Advisors sold out of Box (BOX) in Q1 2025, closing a stake of 189,765 shares — an estimated $6M sold.

Beacon Harbor Wealth Advisors first reported a position in BOX in Q4 2024 and held it in 1 quarter. The position peaked at $6M in Q4 2024. 392 funds tracked by Wall St. Rank hold BOX as of Q1 2025.

Beacon Harbor Wealth Advisors reported no remaining Box position as of Q1 2025 after selling out during the quarter.
Beacon Harbor Wealth Advisors sold 189,765 Box shares in Q1 2025, an estimated $6M.
Beacon Harbor Wealth Advisors first reported a position in Box in Q4 2024 and held it in 1 quarter.
Beacon Harbor Wealth Advisors's Box position peaked at $6M in Q4 2024.
392 funds tracked by Wall St. Rank held Box as of Q1 2025.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q1 2025, filed 12 May 2025.