GWS
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Glassman Wealth Services’s Box BOX Stock Holding History

Glassman Wealth Services’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
Q4 		– Sell
-57
Closed -$1.38K – 1981
2023
Q3 		$1.38K Buy
57
+12
+27% +$343 ﹤0.01% 1451
2023
Q2 		$1.32K Sell
45
-3
-6% -$83 ﹤0.01% 1366
2023
Q1 		$1.29K Sell
48
-7
-13% -$211 ﹤0.01% 1353
2022
Q4 		$1.71K Buy
55
+5
+10% +$143 ﹤0.01% 1292
2022
Q3 		$1K Buy
50
+31
+163% +$853 ﹤0.01% 1342
2022
Q2 		$0 Buy
19
+5
+36% +$140 ﹤0.01% 1686
2022
Q1 		$0 Buy
+14
New +$368 ﹤0.01% 1659

Other funds holding BOX

BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $24.3B AUM 34.41% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return