Bruce G. Allen Investments’s Box BOX Stock Holding History

Bruce G. Allen Investments’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 Q1	–	Sell	-117	Closed	-$3K	–	972
2023 Q4	$3K	Buy	+117	New	+$2.96K	﹤0.01%	677

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Bruce G. Allen Investments's BOX Position: Q1 2024 in Review

Bruce G. Allen Investments sold out of Box (BOX) in Q1 2024, closing a stake of 117 shares — an estimated $3K sold.

Bruce G. Allen Investments first reported a position in BOX in Q4 2023 and held it in 1 quarter. The position peaked at $3K in Q4 2023. 342 funds tracked by Wall St. Rank hold BOX as of Q1 2024.

Bruce G. Allen Investments reported no remaining Box position as of Q1 2024 after selling out during the quarter.
Bruce G. Allen Investments sold 117 Box shares in Q1 2024, an estimated $3K.
Bruce G. Allen Investments first reported a position in Box in Q4 2023 and held it in 1 quarter.
Bruce G. Allen Investments's Box position peaked at $3K in Q4 2023.
342 funds tracked by Wall St. Rank held Box as of Q1 2024.

Based on Bruce G. Allen Investments's 13F filing for Q1 2024, filed 10 Apr 2024.