EW
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Evoke Wealth’s Box BOX Stock Holding History

Evoke 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
2022
Q4 		– Sell
-2,703
Closed -$66K – 469
2022
Q3 		$66K Hold
2,703
– – ﹤0.01% 478
2022
Q2 		$68K Hold
2,703
– – ﹤0.01% 461
2022
Q1 		$79K Hold
2,703
– – ﹤0.01% 459
2021
Q4 		$71K Hold
2,703
– – ﹤0.01% 487
2021
Q3 		$63K Hold
2,703
– – ﹤0.01% 480
2021
Q2 		$69K Hold
2,703
– – ﹤0.01% 489
2021
Q1 		$62K Hold
2,703
– – ﹤0.01% 427
2020
Q4 		$49K Hold
2,703
– – ﹤0.01% 379
2020
Q3 		$47K Hold
2,703
– – ﹤0.01% 365
2020
Q2 		$56K Hold
2,703
– – 0.01% 337
2020
Q1 		$38K Hold
2,703
– – 0.01% 365
2019
Q4 		$45.4K Hold
2,703
– – 0.01% 433
2019
Q3 		$44.8K Buy
+2,703
New +$43.4K 0.01% 492

Other funds holding BOX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Evoke Wealth's BOX Position: Q4 2022 in Review

Evoke Wealth sold out of Box (BOX) in Q4 2022, closing a stake of 2,703 shares — an estimated $66K sold.

Evoke Wealth first reported a position in BOX in Q3 2019 and held it in 13 quarters. The position peaked at $79K in Q1 2022. 373 funds tracked by Wall St. Rank hold BOX as of Q4 2022.

  • Evoke Wealth reported no remaining Box position as of Q4 2022 after selling out during the quarter.
  • Evoke Wealth sold 2,703 Box shares in Q4 2022, an estimated $66K.
  • Evoke Wealth first reported a position in Box in Q3 2019 and held it in 13 quarters.
  • Evoke Wealth's Box position peaked at $79K in Q1 2022.
  • 373 funds tracked by Wall St. Rank held Box as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.