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Gilliland Jeter Wealth Management’s Box BOX Stock Holding History

Gilliland Jeter 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
Q4 		– Sell
-489
Closed -$16K – 233
2024
Q3 		$16K Hold
489
– – 0.01% 414
2024
Q2 		$12.9K Hold
489
– – ﹤0.01% 422
2024
Q1 		$13.8K Buy
+489
New +$13.1K ﹤0.01% 408

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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Gilliland Jeter Wealth Management's BOX Position: Q4 2024 in Review

Gilliland Jeter Wealth Management sold out of Box (BOX) in Q4 2024, closing a stake of 489 shares — an estimated $16K sold.

Gilliland Jeter Wealth Management first reported a position in BOX in Q1 2024 and held it in 3 quarters. The position peaked at $16K in Q3 2024. 400 funds tracked by Wall St. Rank hold BOX as of Q4 2024.

  • Gilliland Jeter Wealth Management reported no remaining Box position as of Q4 2024 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 489 Box shares in Q4 2024, an estimated $16K.
  • Gilliland Jeter Wealth Management first reported a position in Box in Q1 2024 and held it in 3 quarters.
  • Gilliland Jeter Wealth Management's Box position peaked at $16K in Q3 2024.
  • 400 funds tracked by Wall St. Rank held Box as of Q4 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.