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Bellecapital’s Box BOX Stock Holding History

Bellecapital’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
Q2 		– Sell
-8,364
Closed -$224K – 165
2023
Q1 		$224K Buy
+8,364
New +$252K 0.06% 179

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
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Bellecapital's BOX Position: Q2 2023 in Review

Bellecapital sold out of Box (BOX) in Q2 2023, closing a stake of 8,364 shares — an estimated $224K sold.

Bellecapital first reported a position in BOX in Q1 2023 and held it in 1 quarter. The position peaked at $224K in Q1 2023. 343 funds tracked by Wall St. Rank hold BOX as of Q2 2023.

  • Bellecapital reported no remaining Box position as of Q2 2023 after selling out during the quarter.
  • Bellecapital sold 8,364 Box shares in Q2 2023, an estimated $224K.
  • Bellecapital first reported a position in Box in Q1 2023 and held it in 1 quarter.
  • Bellecapital's Box position peaked at $224K in Q1 2023.
  • 343 funds tracked by Wall St. Rank held Box as of Q2 2023.

Based on Bellecapital's 13F filing for Q2 2023, filed 7 Jul 2023.