HHM Wealth Advisors’s Box BOX Stock Holding History

HHM Wealth 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
2023 Q4	–	Sell	-206	Closed	-$4.99K	–	749
2023 Q3	$4.99K	Hold	206	–	–	﹤0.01%	633
2023 Q2	$6.05K	Hold	206	–	–	﹤0.01%	636
2023 Q1	$5.52K	Buy	+206	New	+$6.21K	﹤0.01%	634

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

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

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 New York $1.81T AUM 41.13% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

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

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

HHM Wealth Advisors's BOX Position: Q4 2023 in Review

HHM Wealth Advisors sold out of Box (BOX) in Q4 2023, closing a stake of 206 shares — an estimated $4.99K sold.

HHM Wealth Advisors first reported a position in BOX in Q1 2023 and held it in 3 quarters. The position peaked at $6.05K in Q2 2023. 332 funds tracked by Wall St. Rank hold BOX as of Q4 2023.

HHM Wealth Advisors reported no remaining Box position as of Q4 2023 after selling out during the quarter.
HHM Wealth Advisors sold 206 Box shares in Q4 2023, an estimated $4.99K.
HHM Wealth Advisors first reported a position in Box in Q1 2023 and held it in 3 quarters.
HHM Wealth Advisors's Box position peaked at $6.05K in Q2 2023.
332 funds tracked by Wall St. Rank held Box as of Q4 2023.

Based on HHM Wealth Advisors's 13F filing for Q4 2023, filed 5 Feb 2024.