ISWM
BOX icon

Independent Solutions Wealth Management’s Box BOX Stock Holding History

Independent Solutions 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 		– Sell
-10,798
Closed -$336K – 213
2022
Q4 		$336K Sell
10,798
-492
-4% -$14K 0.1% 155
2022
Q3 		$275K Sell
11,290
-1,623
-13% -$44.6K 0.09% 169
2022
Q2 		$325K Buy
+12,913
New +$361K 0.1% 152

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

Independent Solutions Wealth Management's BOX Position: Q1 2023 in Review

Independent Solutions Wealth Management sold out of Box (BOX) in Q1 2023, closing a stake of 10,798 shares — an estimated $336K sold.

Independent Solutions Wealth Management first reported a position in BOX in Q2 2022 and held it in 3 quarters. The position peaked at $336K in Q4 2022. 364 funds tracked by Wall St. Rank hold BOX as of Q1 2023.

  • Independent Solutions Wealth Management reported no remaining Box position as of Q1 2023 after selling out during the quarter.
  • Independent Solutions Wealth Management sold 10,798 Box shares in Q1 2023, an estimated $336K.
  • Independent Solutions Wealth Management first reported a position in Box in Q2 2022 and held it in 3 quarters.
  • Independent Solutions Wealth Management's Box position peaked at $336K in Q4 2022.
  • 364 funds tracked by Wall St. Rank held Box as of Q1 2023.

Based on Independent Solutions Wealth Management's 13F filing for Q1 2023, filed 19 Dec 2024.