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Connectus Wealth’s Box BOX Stock Holding History

Connectus Wealth’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 		$2.36M Buy
83,238
+6,655
+9% +$179K 0.06% 167
2023
Q4 		$1.96M Sell
76,583
-2,291
-3% -$57.9K 0.04% 267
2023
Q3 		$1.91M Buy
78,874
+15,626
+25% +$446K 0.04% 259
2023
Q2 		$1.86M Buy
63,248
+17,265
+38% +$478K 0.04% 226
2023
Q1 		$1.23M Buy
+45,983
New +$1.39M 0.03% 270

Other funds holding BOX

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Connectus Wealth's BOX Position: Q1 2024 in Review

Connectus Wealth increased its Box (BOX) stake by 8.7% in Q1 2024, buying an estimated $179K and bringing the position to 83,238 shares worth $2.36M. The position accounts for 0.06% of the portfolio, ranked #167.

Connectus Wealth first reported a position in BOX in Q1 2023 and has held it in 5 quarters since. 342 funds tracked by Wall St. Rank hold BOX as of Q1 2024.

  • Connectus Wealth held 83,238 shares of Box worth $2.36M as of Q1 2024.
  • Connectus Wealth bought 6,655 Box shares in Q1 2024, an estimated $179K.
  • Box made up 0.06% of Connectus Wealth's portfolio in Q1 2024, its #167 holding.
  • Connectus Wealth first reported a position in Box in Q1 2023 and has held it in 5 quarters since.
  • 342 funds tracked by Wall St. Rank held Box as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.