Confluence Wealth Services’s Box BOX Stock Holding History

Confluence Wealth Services’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
2022 Q1	–	Sell	-110	Closed	-$2K	–	359
2021 Q4	$2K	Buy	+110	New	+$2.83K	﹤0.01%	1137

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

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

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

FCM

Freshford Capital Management Rye Brook, New York $292M AUM 48.67% 1-Year Est. Return

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

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

Confluence Wealth Services's BOX Position: Q1 2022 in Review

Confluence Wealth Services sold out of Box (BOX) in Q1 2022, closing a stake of 110 shares — an estimated $2K sold.

Confluence Wealth Services first reported a position in BOX in Q4 2021 and held it in 1 quarter. The position peaked at $2K in Q4 2021. 321 funds tracked by Wall St. Rank hold BOX as of Q1 2022.

Confluence Wealth Services reported no remaining Box position as of Q1 2022 after selling out during the quarter.
Confluence Wealth Services sold 110 Box shares in Q1 2022, an estimated $2K.
Confluence Wealth Services first reported a position in Box in Q4 2021 and held it in 1 quarter.
Confluence Wealth Services's Box position peaked at $2K in Q4 2021.
321 funds tracked by Wall St. Rank held Box as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.