Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Box BOX Stock Holding History

Cambridge Investment Research Advisors’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
Q4 		– Sell
-8,737
Closed -$212K – 3201
2023
Q3 		$212K Buy
8,737
+682
+8% +$19.5K ﹤0.01% 2768
2023
Q2 		$237K Sell
8,055
-759
-9% -$21K ﹤0.01% 2731
2023
Q1 		$236K Buy
8,814
+2,227
+34% +$67.1K ﹤0.01% 2678
2022
Q4 		$205K Buy
+6,587
New +$188K ﹤0.01% 2731
2022
Q2 		– Sell
-7,095
Closed -$206K – 3063
2022
Q1 		$206K Buy
+7,095
New +$187K ﹤0.01% 2842
2021
Q3 		– Sell
-7,922
Closed -$202K – 3105
2021
Q2 		$202K Sell
7,922
-2,671
-25% -$62.2K ﹤0.01% 2826
2021
Q1 		$243K Sell
10,593
-1,790
-14% -$34.8K ﹤0.01% 2449
2020
Q4 		$224K Buy
12,383
+800
+7% +$13.9K ﹤0.01% 2388
2020
Q3 		$201K Sell
11,583
-6,799
-37% -$126K ﹤0.01% 2235
2020
Q2 		$382K Buy
18,382
+685
+4% +$12K ﹤0.01% 1703
2020
Q1 		$248K Buy
17,697
+3,495
+25% +$52K ﹤0.01% 1789
2019
Q4 		$238K Sell
14,202
-550
-4% -$9.22K ﹤0.01% 2085
2019
Q3 		$244K Sell
14,752
-11,877
-45% -$191K ﹤0.01% 1976
2019
Q2 		$469K Buy
26,629
+2,492
+10% +$47.7K ﹤0.01% 1461
2019
Q1 		$466K Buy
24,137
+6,232
+35% +$129K ﹤0.01% 1526
2018
Q4 		$302K Buy
17,905
+3,323
+23% +$61.1K ﹤0.01% 1659
2018
Q3 		$349K Sell
14,582
-1,444
-9% -$36.3K ﹤0.01% 1695
2018
Q2 		$400K Buy
+16,026
New +$397K ﹤0.01% 1537
2018
Q1 		– Sell
-10,774
Closed -$228K – 2158
2017
Q4 		$228K Buy
+10,774
New +$227K ﹤0.01% 1831

Other funds holding BOX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cambridge Investment Research Advisors's BOX Position: Q4 2023 in Review

Cambridge Investment Research Advisors sold out of Box (BOX) in Q4 2023, closing a stake of 8,737 shares — an estimated $212K sold.

Cambridge Investment Research Advisors first reported a position in BOX in Q4 2017 and held it in 19 quarters. The position peaked at $469K in Q2 2019. 332 funds tracked by Wall St. Rank hold BOX as of Q4 2023.

  • Cambridge Investment Research Advisors reported no remaining Box position as of Q4 2023 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 8,737 Box shares in Q4 2023, an estimated $212K.
  • Cambridge Investment Research Advisors first reported a position in Box in Q4 2017 and held it in 19 quarters.
  • Cambridge Investment Research Advisors's Box position peaked at $469K in Q2 2019.
  • 332 funds tracked by Wall St. Rank held Box as of Q4 2023.

Based on Cambridge Investment Research Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.