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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

FDx Advisors's BOX Position: Q4 2023 in Review

FDx Advisors sold out of Box (BOX) in Q4 2023, closing a stake of 9,576 shares — an estimated $232K sold.

FDx Advisors first reported a position in BOX in Q4 2021 and held it in 8 quarters. The position peaked at $318K in Q2 2023. 332 funds tracked by Wall St. Rank hold BOX as of Q4 2023.

FDx Advisors reported no remaining Box position as of Q4 2023 after selling out during the quarter.
FDx Advisors sold 9,576 Box shares in Q4 2023, an estimated $232K.
FDx Advisors first reported a position in Box in Q4 2021 and held it in 8 quarters.
FDx Advisors's Box position peaked at $318K in Q2 2023.
332 funds tracked by Wall St. Rank held Box as of Q4 2023.

Based on FDx Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.