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FDx Advisors’s Box BOX Stock Holding History

FDx 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
2023
Q4 		– Sell
-9,576
Closed -$232K – 677
2023
Q3 		$232K Sell
9,576
-1,264
-12% -$36.1K 0.02% 557
2023
Q2 		$318K Buy
10,840
+1,280
+13% +$35.4K 0.02% 568
2023
Q1 		$298K Hold
9,560
– – 0.01% 567
2022
Q4 		$298K Hold
9,560
– – 0.01% 567
2022
Q3 		$233K Sell
9,560
-369
-4% -$10.2K 0.01% 643
2022
Q2 		$250K Buy
9,929
+642
+7% +$17.9K 0.01% 695
2022
Q1 		$270K Buy
9,287
+871
+10% +$22.9K 0.01% 693
2021
Q4 		$220K Buy
+8,416
New +$217K 0.01% 805

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
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 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