CWA
BOX icon

Clearview Wealth Advisors’s Box BOX Stock Holding History

Clearview Wealth 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
Q2 		– Sell
-60
Closed -$1.61K – 693
2023
Q1 		$1.61K Buy
+60
New +$1.81K ﹤0.01% 540
2021
Q2 		– Sell
-200
Closed -$5K – 647
2021
Q1 		$5K Buy
+200
New +$3.89K ﹤0.01% 477

Other funds holding BOX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Clearview Wealth Advisors's BOX Position: Q2 2023 in Review

Clearview Wealth Advisors sold out of Box (BOX) in Q2 2023, closing a stake of 60 shares — an estimated $1.61K sold.

Clearview Wealth Advisors first reported a position in BOX in Q1 2021 and held it in 2 quarters. The position peaked at $5K in Q1 2021. 343 funds tracked by Wall St. Rank hold BOX as of Q2 2023.

  • Clearview Wealth Advisors reported no remaining Box position as of Q2 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 60 Box shares in Q2 2023, an estimated $1.61K.
  • Clearview Wealth Advisors first reported a position in Box in Q1 2021 and held it in 2 quarters.
  • Clearview Wealth Advisors's Box position peaked at $5K in Q1 2021.
  • 343 funds tracked by Wall St. Rank held Box as of Q2 2023.

Based on Clearview Wealth Advisors's 13F filing for Q2 2023, filed 7 Aug 2023.