Cerity Partners
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Cerity Partners’s Box BOX Stock Holding History

Cerity Partners’s Portfolio BOX Stock Details BOX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.41M Sell
41,131
-4,058
-9% -$139K ﹤0.01% 1363
2025
Q1 		$1.39M Buy
+45,189
New +$1.39M ﹤0.01% 1276