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Cape Investment Advisory’s Box BOX Stock Holding History

Cape Investment Advisory’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
2025
Q2 		– Sell
-176
Closed -$5.43K – 1183
2025
Q1 		$5.43K Hold
176
– – ﹤0.01% 730
2024
Q4 		$5.56K Buy
176
+31
+21% +$1.02K ﹤0.01% 713
2024
Q3 		$4.75K Buy
+145
New +$4.23K ﹤0.01% 712
2024
Q1 		– Sell
-920
Closed -$23.6K – 953
2023
Q4 		$23.6K Buy
+920
New +$23.3K 0.01% 502

Other funds holding BOX

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $27.7B AUM 52.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cape Investment Advisory's BOX Position: Q2 2025 in Review

Cape Investment Advisory sold out of Box (BOX) in Q2 2025, closing a stake of 176 shares — an estimated $5.43K sold.

Cape Investment Advisory first reported a position in BOX in Q4 2023 and held it in 4 quarters. The position peaked at $23.6K in Q4 2023. 416 funds tracked by Wall St. Rank hold BOX as of Q2 2025.

  • Cape Investment Advisory reported no remaining Box position as of Q2 2025 after selling out during the quarter.
  • Cape Investment Advisory sold 176 Box shares in Q2 2025, an estimated $5.43K.
  • Cape Investment Advisory first reported a position in Box in Q4 2023 and held it in 4 quarters.
  • Cape Investment Advisory's Box position peaked at $23.6K in Q4 2023.
  • 416 funds tracked by Wall St. Rank held Box as of Q2 2025.

Based on Cape Investment Advisory's 13F filing for Q2 2025, filed 19 Aug 2025.