Column Capital Advisors’s Box BOX Stock Holding History

Column Capital 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 Q3	$6.05K	Hold	250	–	–	﹤0.01%	581
2023 Q2	$7.34K	Hold	250	–	–	﹤0.01%	574
2023 Q1	$6.7K	Hold	250	–	–	﹤0.01%	608
2022 Q4	$7.78K	Hold	250	–	–	﹤0.01%	562
2022 Q3	$6K	Hold	250	–	–	﹤0.01%	527
2022 Q2	$6K	Hold	250	–	–	﹤0.01%	536
2022 Q1	$7K	Hold	250	–	–	﹤0.01%	534
2021 Q4	$7K	Hold	250	–	–	﹤0.01%	539
2021 Q3	$6K	Hold	250	–	–	﹤0.01%	520
2021 Q2	$6K	Buy	+250	New	+$5.83K	﹤0.01%	524

Other funds holding BOX

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

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

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

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 Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Column Capital Advisors's BOX Position: Q3 2023 in Review

Column Capital Advisors held its Box (BOX) position steady in Q3 2023 at 250 shares worth $6.05K. The position accounts for ﹤0.01% of the portfolio, ranked #581.

Column Capital Advisors first reported a position in BOX in Q2 2021 and has held it in 10 quarters since. The position peaked at $7.78K in Q4 2022. 326 funds tracked by Wall St. Rank hold BOX as of Q3 2023.

Column Capital Advisors held 250 shares of Box worth $6.05K as of Q3 2023.
Column Capital Advisors left its Box share count unchanged in Q3 2023.
Box made up ﹤0.01% of Column Capital Advisors's portfolio in Q3 2023, its #581 holding.
Column Capital Advisors first reported a position in Box in Q2 2021 and has held it in 10 quarters since.
Column Capital Advisors's Box position peaked at $7.78K in Q4 2022.
326 funds tracked by Wall St. Rank held Box as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.