CMP
BOX icon

Coston McIsaac & Partners’s Box BOX Stock Holding History

Coston McIsaac & Partners’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
Q4 		– Sell
-300
Closed -$9K – 755
2024
Q3 		$9K Buy
+300
New +$8.75K ﹤0.01% 509

Other funds holding BOX

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $27.7B AUM 52.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Coston McIsaac & Partners's BOX Position: Q4 2024 in Review

Coston McIsaac & Partners sold out of Box (BOX) in Q4 2024, closing a stake of 300 shares — an estimated $9K sold.

Coston McIsaac & Partners first reported a position in BOX in Q3 2024 and held it in 1 quarter. The position peaked at $9K in Q3 2024. 400 funds tracked by Wall St. Rank hold BOX as of Q4 2024.

  • Coston McIsaac & Partners reported no remaining Box position as of Q4 2024 after selling out during the quarter.
  • Coston McIsaac & Partners sold 300 Box shares in Q4 2024, an estimated $9K.
  • Coston McIsaac & Partners first reported a position in Box in Q3 2024 and held it in 1 quarter.
  • Coston McIsaac & Partners's Box position peaked at $9K in Q3 2024.
  • 400 funds tracked by Wall St. Rank held Box as of Q4 2024.

Based on Coston McIsaac & Partners's 13F filing for Q4 2024, filed 23 Jan 2025.