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Cyndeo Wealth Partners’s Box BOX Stock Holding History

Cyndeo Wealth 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
Q1 		– Sell
-44,462
Closed -$1.14M – 382
2023
Q4 		$1.14M Sell
44,462
-6,946
-14% -$176K 0.11% 178
2023
Q3 		$1.24M Sell
51,408
-3,577
-7% -$102K 0.13% 162
2023
Q2 		$1.62M Sell
54,985
-6,245
-10% -$173K 0.17% 141
2023
Q1 		$1.64M Sell
61,230
-7,282
-11% -$219K 0.18% 142
2022
Q4 		$2.13M Buy
+68,512
New +$1.95M 0.25% 121

Other funds holding BOX

BlackRock
BlackRock New York $5.7T 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