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 $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
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Glassman Wealth Services's BOX Position: Q4 2023 in Review

Glassman Wealth Services sold out of Box (BOX) in Q4 2023, closing a stake of 57 shares — an estimated $1.38K sold.

Glassman Wealth Services first reported a position in BOX in Q1 2022 and held it in 7 quarters. The position peaked at $1.71K in Q4 2022. 332 funds tracked by Wall St. Rank hold BOX as of Q4 2023.

  • Glassman Wealth Services reported no remaining Box position as of Q4 2023 after selling out during the quarter.
  • Glassman Wealth Services sold 57 Box shares in Q4 2023, an estimated $1.38K.
  • Glassman Wealth Services first reported a position in Box in Q1 2022 and held it in 7 quarters.
  • Glassman Wealth Services's Box position peaked at $1.71K in Q4 2022.
  • 332 funds tracked by Wall St. Rank held Box as of Q4 2023.

Based on Glassman Wealth Services's 13F filing for Q4 2023, filed 12 Feb 2024.