Echo45 Advisors’s Box BOX Stock Holding History

Echo45 Advisors’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 Q2	–	Sell	-171,762	Closed	-$4.99M	–	58
2022 Q1	$4.99M	Sell	171,762 -4,400	-2%	-$116K	3.91%	10
2021 Q4	$4.61M	Buy	+176,162	New	+$4.54M	3.69%	11

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

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Echo45 Advisors's BOX Position: Q2 2022 in Review

Echo45 Advisors sold out of Box (BOX) in Q2 2022, closing a stake of 171,762 shares — an estimated $4.99M sold.

Echo45 Advisors first reported a position in BOX in Q4 2021 and held it in 2 quarters. The position peaked at $4.99M in Q1 2022. 326 funds tracked by Wall St. Rank hold BOX as of Q2 2022.

Echo45 Advisors reported no remaining Box position as of Q2 2022 after selling out during the quarter.
Echo45 Advisors sold 171,762 Box shares in Q2 2022, an estimated $4.99M.
Echo45 Advisors first reported a position in Box in Q4 2021 and held it in 2 quarters.
Echo45 Advisors's Box position peaked at $4.99M in Q1 2022.
326 funds tracked by Wall St. Rank held Box as of Q2 2022.

Based on Echo45 Advisors's 13F filing for Q2 2022, filed 27 Jul 2022.