First Horizon Advisors’s Box BOX Stock Holding History

First Horizon 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
2025 Q2	–	Sell	-41	Closed	-$1.26K	–	2346
2025 Q1	$1.26K	Hold	41	–	–	﹤0.01%	2083
2024 Q4	$1.29K	Hold	41	–	–	﹤0.01%	2065
2024 Q3	$1.34K	Buy	+41	New	+$1.2K	﹤0.01%	2090
2023 Q4	–	Sell	-50	Closed	-$1.21K	–	2371
2023 Q3	$1.21K	Sell	50 -399	-89%	-$11.4K	﹤0.01%	2136
2023 Q2	$13.2K	Hold	449	–	–	﹤0.01%	1437
2023 Q1	$12K	Buy	449 +338	+305%	+$10.2K	﹤0.01%	1483
2022 Q4	$3.46K	Hold	111	–	–	﹤0.01%	1898
2022 Q3	$2K	Buy	+111	New	+$3.05K	﹤0.01%	1975

Other funds holding BOX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

First Horizon Advisors's BOX Position: Q2 2025 in Review

First Horizon Advisors sold out of Box (BOX) in Q2 2025, closing a stake of 41 shares — an estimated $1.26K sold.

First Horizon Advisors first reported a position in BOX in Q3 2022 and held it in 8 quarters. The position peaked at $13.2K in Q2 2023. 416 funds tracked by Wall St. Rank hold BOX as of Q2 2025.

First Horizon Advisors reported no remaining Box position as of Q2 2025 after selling out during the quarter.
First Horizon Advisors sold 41 Box shares in Q2 2025, an estimated $1.26K.
First Horizon Advisors first reported a position in Box in Q3 2022 and held it in 8 quarters.
First Horizon Advisors's Box position peaked at $13.2K in Q2 2023.
416 funds tracked by Wall St. Rank held Box as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.