HGWM
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Harvest Group Wealth Management’s Box BOX Stock Holding History

Harvest Group 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
2023
Q1 		$723 Hold
27
– – ﹤0.01% 162
2022
Q4 		$841 Sell
27
-12
-31% -$342 ﹤0.01% 154
2022
Q3 		$1K Hold
39
– – ﹤0.01% 133
2022
Q2 		$1K Buy
+39
New +$1.09K ﹤0.01% 144

Other funds holding BOX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Harvest Group Wealth Management's BOX Position: Q1 2023 in Review

Harvest Group Wealth Management held its Box (BOX) position steady in Q1 2023 at 27 shares worth $723. The position accounts for ﹤0.01% of the portfolio, ranked #162.

Harvest Group Wealth Management first reported a position in BOX in Q2 2022 and has held it in 4 quarters since. The position peaked at $1K in Q3 2022. 364 funds tracked by Wall St. Rank hold BOX as of Q1 2023.

  • Harvest Group Wealth Management held 27 shares of Box worth $723 as of Q1 2023.
  • Harvest Group Wealth Management left its Box share count unchanged in Q1 2023.
  • Box made up ﹤0.01% of Harvest Group Wealth Management's portfolio in Q1 2023, its #162 holding.
  • Harvest Group Wealth Management first reported a position in Box in Q2 2022 and has held it in 4 quarters since.
  • Harvest Group Wealth Management's Box position peaked at $1K in Q3 2022.
  • 364 funds tracked by Wall St. Rank held Box as of Q1 2023.

Based on Harvest Group Wealth Management's 13F filing for Q1 2023, filed 28 Apr 2023.