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	$2K	Buy	+90	New	+$1.66K	﹤0.01%	1055

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

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

RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return

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

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

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FinTrust Capital Advisors's BOX Position: Q3 2024 in Review

FinTrust Capital Advisors held its Box (BOX) position steady in Q3 2024 at 200 shares worth $6.55K. The position accounts for ﹤0.01% of the portfolio, ranked #1034.

FinTrust Capital Advisors first reported a position in BOX in Q3 2020 and has held it in 16 quarters since. The position peaked at $32.7K in Q2 2023. 395 funds tracked by Wall St. Rank hold BOX as of Q3 2024.

FinTrust Capital Advisors held 200 shares of Box worth $6.55K as of Q3 2024.
FinTrust Capital Advisors left its Box share count unchanged in Q3 2024.
Box made up ﹤0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #1034 holding.
FinTrust Capital Advisors first reported a position in Box in Q3 2020 and has held it in 16 quarters since.
FinTrust Capital Advisors's Box position peaked at $32.7K in Q2 2023.
395 funds tracked by Wall St. Rank held Box as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.