Brio Consultants’s Box BOX Stock Holding History

Brio Consultants’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
2024 Q4	–	Sell	-10,000	Closed	-$327K	–	116
2024 Q3	$327K	Buy	+10,000	New	+$292K	0.05%	89
2024 Q2	–	Sell	-14,404	Closed	-$408K	–	97
2024 Q1	$408K	Sell	14,404 -25,253	-64%	-$678K	0.07%	75
2023 Q4	$1.02M	Buy	+39,657	New	+$1M	0.18%	56

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

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

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

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

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

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

Brio Consultants's BOX Position: Q4 2024 in Review

Brio Consultants sold out of Box (BOX) in Q4 2024, closing a stake of 10,000 shares — an estimated $327K sold.

Brio Consultants first reported a position in BOX in Q4 2023 and held it in 3 quarters. The position peaked at $1.02M in Q4 2023. 399 funds tracked by Wall St. Rank hold BOX as of Q4 2024.

Brio Consultants reported no remaining Box position as of Q4 2024 after selling out during the quarter.
Brio Consultants sold 10,000 Box shares in Q4 2024, an estimated $327K.
Brio Consultants first reported a position in Box in Q4 2023 and held it in 3 quarters.
Brio Consultants's Box position peaked at $1.02M in Q4 2023.
399 funds tracked by Wall St. Rank held Box as of Q4 2024.

Based on Brio Consultants's 13F filing for Q4 2024, filed 24 Jan 2025.