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Blue Bell Private Wealth Management’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Blue Bell Private Wealth Management’s Portfolio BOXX Stock Details BOXX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-300
Closed -$31.9K – 718
2024
Q1 		$31.9K Buy
+300
New +$31.7K 0.01% 408

Other funds holding BOXX

EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
LP
LGL Partners Philadelphia, Pennsylvania $243M AUM 17.78% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
IA
Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 1-Year Est. Return
ACM
ADAR1 Capital Management Austin, Texas $1.7B AUM 340.85% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Blue Bell Private Wealth Management's BOXX Position: Q2 2024 in Review

Blue Bell Private Wealth Management sold out of Alpha Architect 1-3 Month Box ETF (BOXX) in Q2 2024, closing a stake of 300 shares — an estimated $31.9K sold.

Blue Bell Private Wealth Management first reported a position in BOXX in Q1 2024 and held it in 1 quarter. The position peaked at $31.9K in Q1 2024. 156 funds tracked by Wall St. Rank hold BOXX as of Q2 2024.

  • Blue Bell Private Wealth Management reported no remaining Alpha Architect 1-3 Month Box ETF position as of Q2 2024 after selling out during the quarter.
  • Blue Bell Private Wealth Management sold 300 Alpha Architect 1-3 Month Box ETF shares in Q2 2024, an estimated $31.9K.
  • Blue Bell Private Wealth Management first reported a position in Alpha Architect 1-3 Month Box ETF in Q1 2024 and held it in 1 quarter.
  • Blue Bell Private Wealth Management's Alpha Architect 1-3 Month Box ETF position peaked at $31.9K in Q1 2024.
  • 156 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2024.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2024, filed 5 Aug 2024.