Capital Performance Advisors’s Box BOX Stock Holding History

Capital Performance 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
2024 Q4	–	Sell	-46	Closed	-$1.51K	–	521
2024 Q3	$1.51K	Buy	+46	New	+$1.34K	﹤0.01%	1703

Other funds holding BOX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Capital Performance Advisors's BOX Position: Q4 2024 in Review

Capital Performance Advisors sold out of Box (BOX) in Q4 2024, closing a stake of 46 shares — an estimated $1.51K sold.

Capital Performance Advisors first reported a position in BOX in Q3 2024 and held it in 1 quarter. The position peaked at $1.51K in Q3 2024. 400 funds tracked by Wall St. Rank hold BOX as of Q4 2024.

Capital Performance Advisors reported no remaining Box position as of Q4 2024 after selling out during the quarter.
Capital Performance Advisors sold 46 Box shares in Q4 2024, an estimated $1.51K.
Capital Performance Advisors first reported a position in Box in Q3 2024 and held it in 1 quarter.
Capital Performance Advisors's Box position peaked at $1.51K in Q3 2024.
400 funds tracked by Wall St. Rank held Box as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.