First Bank & Trust’s Box BOX Stock Holding History

First Bank & Trust’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
2022 Q3	–	Sell	-5,004	Closed	-$126K	–	205
2022 Q2	$126K	Buy	5,004 +216	+5%	+$6.04K	0.04%	226
2022 Q1	$139K	Buy	4,788 +3,141	+191%	+$82.6K	0.04%	227
2021 Q4	$44K	Buy	+1,647	New	+$42.4K	0.02%	279

Other funds holding BOX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

First Bank & Trust's BOX Position: Q3 2022 in Review

First Bank & Trust sold out of Box (BOX) in Q3 2022, closing a stake of 5,004 shares — an estimated $126K sold.

First Bank & Trust first reported a position in BOX in Q4 2021 and held it in 3 quarters. The position peaked at $139K in Q1 2022. 324 funds tracked by Wall St. Rank hold BOX as of Q3 2022.

First Bank & Trust reported no remaining Box position as of Q3 2022 after selling out during the quarter.
First Bank & Trust sold 5,004 Box shares in Q3 2022, an estimated $126K.
First Bank & Trust first reported a position in Box in Q4 2021 and held it in 3 quarters.
First Bank & Trust's Box position peaked at $139K in Q1 2022.
324 funds tracked by Wall St. Rank held Box as of Q3 2022.

Based on First Bank & Trust's 13F filing for Q3 2022, filed 28 Oct 2022.