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Centaurus Financial’s Box BOX Stock Holding History

Centaurus Financial’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
-40,860
Closed -$1.05M – 770
2023
Q4 		$1.05M Sell
40,860
-2,864
-7% -$72.4K 0.08% 232
2023
Q3 		$1.06M Buy
43,724
+549
+1% +$15.7K 0.09% 219
2023
Q2 		$1.27M Sell
43,175
-3,503
-8% -$97K 0.11% 192
2023
Q1 		$1.25M Buy
46,678
+697
+2% +$21K 0.1% 224
2022
Q4 		$1.43M Buy
45,981
+41,833
+1,009% +$1.19M 0.13% 181
2022
Q3 		$101K Buy
+4,148
New +$114K 0.01% 816
2018
Q3 		– Sell
-325
Closed -$8K – 715
2018
Q2 		$8K Buy
+325
New +$8.05K ﹤0.01% 1616

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 $3.37T AUM 44.26% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Centaurus Financial's BOX Position: Q1 2024 in Review

Centaurus Financial sold out of Box (BOX) in Q1 2024, closing a stake of 40,860 shares — an estimated $1.05M sold.

Centaurus Financial first reported a position in BOX in Q2 2018 and held it in 7 quarters. The position peaked at $1.43M in Q4 2022. 342 funds tracked by Wall St. Rank hold BOX as of Q1 2024.

  • Centaurus Financial reported no remaining Box position as of Q1 2024 after selling out during the quarter.
  • Centaurus Financial sold 40,860 Box shares in Q1 2024, an estimated $1.05M.
  • Centaurus Financial first reported a position in Box in Q2 2018 and held it in 7 quarters.
  • Centaurus Financial's Box position peaked at $1.43M in Q4 2022.
  • 342 funds tracked by Wall St. Rank held Box as of Q1 2024.

Based on Centaurus Financial's 13F filing for Q1 2024, filed 14 May 2024.