FFA
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Fairfield Financial Advisors’s Box BOX Stock Holding History

Fairfield Financial 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
2025
Q1 		– Sell
-300
Closed -$9.48K – 88
2024
Q4 		$9.48K Hold
300
– – ﹤0.01% 204
2024
Q3 		$9.82K Hold
300
– – ﹤0.01% 226
2024
Q2 		$7.93K Buy
+300
New +$8K ﹤0.01% 224
2023
Q4 		$7.68K Hold
300
– – ﹤0.01% 254
2023
Q3 		$7.26K Hold
300
– – ﹤0.01% 240
2023
Q2 		$8.81K Hold
300
– – ﹤0.01% 245
2023
Q1 		$7.8K Hold
300
– – ﹤0.01% 258
2022
Q4 		$9.34K Hold
300
– – ﹤0.01% 223
2022
Q3 		$7.32K Hold
300
– – ﹤0.01% 240
2022
Q2 		$7.54K Hold
300
– – ﹤0.01% 224
2022
Q1 		$8.72K Buy
+300
New +$7.89K ﹤0.01% 233

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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Fairfield Financial Advisors's BOX Position: Q1 2025 in Review

Fairfield Financial Advisors sold out of Box (BOX) in Q1 2025, closing a stake of 300 shares — an estimated $9.48K sold.

Fairfield Financial Advisors first reported a position in BOX in Q1 2022 and held it in 11 quarters. The position peaked at $9.82K in Q3 2024. 392 funds tracked by Wall St. Rank hold BOX as of Q1 2025.

  • Fairfield Financial Advisors reported no remaining Box position as of Q1 2025 after selling out during the quarter.
  • Fairfield Financial Advisors sold 300 Box shares in Q1 2025, an estimated $9.48K.
  • Fairfield Financial Advisors first reported a position in Box in Q1 2022 and held it in 11 quarters.
  • Fairfield Financial Advisors's Box position peaked at $9.82K in Q3 2024.
  • 392 funds tracked by Wall St. Rank held Box as of Q1 2025.

Based on Fairfield Financial Advisors's 13F filing for Q1 2025, filed 9 May 2025.