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Johnson Financial Group Inc (Wisconsin)’s Box BOX Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
2024
Q3 		– Sell
-41
Closed -$1.08K – 930
2024
Q2 		$1.08K Buy
+41
New +$1.09K ﹤0.01% 728

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RC
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Bank of America
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s BOX Position: Q3 2024 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Box (BOX) in Q3 2024, closing a stake of 41 shares — an estimated $1.08K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in BOX in Q2 2024 and held it in 1 quarter. The position peaked at $1.08K in Q2 2024. 395 funds tracked by Wall St. Rank hold BOX as of Q3 2024.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining Box position as of Q3 2024 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 41 Box shares in Q3 2024, an estimated $1.08K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Box in Q2 2024 and held it in 1 quarter.
  • Johnson Financial Group Inc (Wisconsin)'s Box position peaked at $1.08K in Q2 2024.
  • 395 funds tracked by Wall St. Rank held Box as of Q3 2024.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q3 2024, filed 13 Nov 2024.