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Future Financial Wealth Management’s Box BOX Stock Holding History

Future Financial Wealth Management’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
Q2 		– Sell
-400
Closed -$11.3K – 154
2024
Q1 		$11.3K Buy
+400
New +$10.7K 0.01% 393

Other funds holding BOX

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $27.7B AUM 52.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Future Financial Wealth Management's BOX Position: Q2 2024 in Review

Future Financial Wealth Management sold out of Box (BOX) in Q2 2024, closing a stake of 400 shares — an estimated $11.3K sold.

Future Financial Wealth Management first reported a position in BOX in Q1 2024 and held it in 1 quarter. The position peaked at $11.3K in Q1 2024. 349 funds tracked by Wall St. Rank hold BOX as of Q2 2024.

  • Future Financial Wealth Management reported no remaining Box position as of Q2 2024 after selling out during the quarter.
  • Future Financial Wealth Management sold 400 Box shares in Q2 2024, an estimated $11.3K.
  • Future Financial Wealth Management first reported a position in Box in Q1 2024 and held it in 1 quarter.
  • Future Financial Wealth Management's Box position peaked at $11.3K in Q1 2024.
  • 349 funds tracked by Wall St. Rank held Box as of Q2 2024.

Based on Future Financial Wealth Management's 13F filing for Q2 2024, filed 16 Jul 2024.