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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 $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
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Cyndeo Wealth Partners's BOX Position: Q1 2024 in Review

Cyndeo Wealth Partners sold out of Box (BOX) in Q1 2024, closing a stake of 44,462 shares — an estimated $1.14M sold.

Cyndeo Wealth Partners first reported a position in BOX in Q4 2022 and held it in 5 quarters. The position peaked at $2.13M in Q4 2022. 342 funds tracked by Wall St. Rank hold BOX as of Q1 2024.

  • Cyndeo Wealth Partners reported no remaining Box position as of Q1 2024 after selling out during the quarter.
  • Cyndeo Wealth Partners sold 44,462 Box shares in Q1 2024, an estimated $1.14M.
  • Cyndeo Wealth Partners first reported a position in Box in Q4 2022 and held it in 5 quarters.
  • Cyndeo Wealth Partners's Box position peaked at $2.13M in Q4 2022.
  • 342 funds tracked by Wall St. Rank held Box as of Q1 2024.

Based on Cyndeo Wealth Partners's 13F filing for Q1 2024, filed 17 Apr 2024.