Left Brain Wealth Management’s Box BOX Stock Holding History

Left Brain 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 Q4	–	Sell	-16,983	Closed	-$411K	–	80
2023 Q3	$411K	Hold	16,983	–	–	0.26%	65
2023 Q2	$499K	Sell	16,983 -3,405	-17%	-$94.3K	0.3%	62
2023 Q1	$539K	Buy	20,388 +2,550	+14%	+$76.8K	0.37%	57
2022 Q4	$555K	Buy	+17,838	New	+$509K	0.42%	49

Other funds holding BOX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Left Brain Wealth Management's BOX Position: Q4 2023 in Review

Left Brain Wealth Management sold out of Box (BOX) in Q4 2023, closing a stake of 16,983 shares — an estimated $411K sold.

Left Brain Wealth Management first reported a position in BOX in Q4 2022 and held it in 4 quarters. The position peaked at $555K in Q4 2022. 332 funds tracked by Wall St. Rank hold BOX as of Q4 2023.

Left Brain Wealth Management reported no remaining Box position as of Q4 2023 after selling out during the quarter.
Left Brain Wealth Management sold 16,983 Box shares in Q4 2023, an estimated $411K.
Left Brain Wealth Management first reported a position in Box in Q4 2022 and held it in 4 quarters.
Left Brain Wealth Management's Box position peaked at $555K in Q4 2022.
332 funds tracked by Wall St. Rank held Box as of Q4 2023.

Based on Left Brain Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.