Fortis Capital Advisors’s Box BOX Stock Holding History

Fortis 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
2023 Q1	–	Sell	-40	Closed	-$1.25K	–	670
2022 Q4	$1.25K	Buy	+40	New	+$1.14K	﹤0.01%	594

Other funds holding BOX

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

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

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

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

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

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Fortis Capital Advisors's BOX Position: Q1 2023 in Review

Fortis Capital Advisors sold out of Box (BOX) in Q1 2023, closing a stake of 40 shares — an estimated $1.25K sold.

Fortis Capital Advisors first reported a position in BOX in Q4 2022 and held it in 1 quarter. The position peaked at $1.25K in Q4 2022. 364 funds tracked by Wall St. Rank hold BOX as of Q1 2023.

Fortis Capital Advisors reported no remaining Box position as of Q1 2023 after selling out during the quarter.
Fortis Capital Advisors sold 40 Box shares in Q1 2023, an estimated $1.25K.
Fortis Capital Advisors first reported a position in Box in Q4 2022 and held it in 1 quarter.
Fortis Capital Advisors's Box position peaked at $1.25K in Q4 2022.
364 funds tracked by Wall St. Rank held Box as of Q1 2023.

Based on Fortis Capital Advisors's 13F filing for Q1 2023, filed 15 May 2023.