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FinTrust Capital Advisors’s Box BOX Stock Holding History

FinTrust Capital 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
2024
Q3 		$6.55K Hold
200
– – ﹤0.01% 1034
2024
Q2 		$5.29K Hold
200
– – ﹤0.01% 1033
2024
Q1 		$5.66K Sell
200
-516
-72% -$13.9K ﹤0.01% 966
2023
Q4 		$18.3K Sell
716
-450
-39% -$11.4K ﹤0.01% 715
2023
Q3 		$28.2K Buy
1,166
+115
+11% +$3.29K 0.01% 589
2023
Q2 		$32.7K Hold
1,051
– – 0.01% 528
2023
Q1 		$32.7K Hold
1,051
– – 0.01% 526
2022
Q4 		$32.7K Hold
1,051
– – 0.01% 525
2022
Q3 		$29K Buy
1,051
+46
+5% +$1.27K 0.01% 629
2022
Q2 		$28K Buy
1,005
+167
+20% +$4.67K 0.01% 645
2022
Q1 		$24K Buy
+838
New +$22K 0.01% 712
2021
Q4 		– Sell
-90
Closed -$2K – 1191
2021
Q3 		$2K Hold
90
– – ﹤0.01% 1091
2021
Q2 		$2K Hold
90
– – ﹤0.01% 1104
2021
Q1 		$2K Hold
90
– – ﹤0.01% 1089
2020
Q4 		$2K Hold
90
– – ﹤0.01% 1012
2020
Q3 		$2 Buy
+90
New +$1.66K ﹤0.01% 1055

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return