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McGlone Suttner Wealth Management’s Box BOX Stock Holding History

McGlone Suttner 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
2024
Q1 		– Sell
-777
Closed -$19.9K – 245
2023
Q4 		$19.9K Buy
+777
New +$19.6K ﹤0.01% 443

Other funds holding BOX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

McGlone Suttner Wealth Management's BOX Position: Q1 2024 in Review

McGlone Suttner Wealth Management sold out of Box (BOX) in Q1 2024, closing a stake of 777 shares — an estimated $19.9K sold.

McGlone Suttner Wealth Management first reported a position in BOX in Q4 2023 and held it in 1 quarter. The position peaked at $19.9K in Q4 2023. 342 funds tracked by Wall St. Rank hold BOX as of Q1 2024.

  • McGlone Suttner Wealth Management reported no remaining Box position as of Q1 2024 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 777 Box shares in Q1 2024, an estimated $19.9K.
  • McGlone Suttner Wealth Management first reported a position in Box in Q4 2023 and held it in 1 quarter.
  • McGlone Suttner Wealth Management's Box position peaked at $19.9K in Q4 2023.
  • 342 funds tracked by Wall St. Rank held Box as of Q1 2024.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.