Belpointe Asset Management’s Box BOX Stock Holding History

Belpointe Asset 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
2023 Q2	–	Sell	-519	Closed	-$13.9K	–	927
2023 Q1	$13.9K	Sell	519 -2	-0.4%	-$60	﹤0.01%	2528
2022 Q4	$16.2K	Buy	+521	New	+$14.9K	﹤0.01%	2331
2019 Q2	–	Sell	-5,400	Closed	-$104K	–	615
2019 Q1	$104K	Buy	+5,400	New	+$112K	0.02%	440
2018 Q4	–	Sell	-5,500	Closed	-$132K	–	507
2018 Q3	$132K	Buy	+5,500	New	+$138K	0.02%	563

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

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Belpointe Asset Management's BOX Position: Q2 2023 in Review

Belpointe Asset Management sold out of Box (BOX) in Q2 2023, closing a stake of 519 shares — an estimated $13.9K sold.

Belpointe Asset Management first reported a position in BOX in Q3 2018 and held it in 4 quarters. The position peaked at $132K in Q3 2018. 343 funds tracked by Wall St. Rank hold BOX as of Q2 2023.

Belpointe Asset Management reported no remaining Box position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 519 Box shares in Q2 2023, an estimated $13.9K.
Belpointe Asset Management first reported a position in Box in Q3 2018 and held it in 4 quarters.
Belpointe Asset Management's Box position peaked at $132K in Q3 2018.
343 funds tracked by Wall St. Rank held Box as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.