Heck Capital Advisors’s Box BOX Stock Holding History

Heck Capital Advisors’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
2025 Q1	–	Sell	-2	Closed	-$63	–	311
2024 Q4	$63	Buy	+2	New	+$66	﹤0.01%	811

Other funds holding BOX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Heck Capital Advisors's BOX Position: Q1 2025 in Review

Heck Capital Advisors sold out of Box (BOX) in Q1 2025, closing a stake of 2 shares — an estimated $63 sold.

Heck Capital Advisors first reported a position in BOX in Q4 2024 and held it in 1 quarter. The position peaked at $63 in Q4 2024. 392 funds tracked by Wall St. Rank hold BOX as of Q1 2025.

Heck Capital Advisors reported no remaining Box position as of Q1 2025 after selling out during the quarter.
Heck Capital Advisors sold 2 Box shares in Q1 2025, an estimated $63.
Heck Capital Advisors first reported a position in Box in Q4 2024 and held it in 1 quarter.
Heck Capital Advisors's Box position peaked at $63 in Q4 2024.
392 funds tracked by Wall St. Rank held Box as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.