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Money Concepts Capital’s Box BOX Stock Holding History

Money Concepts Capital’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
-700
Closed -$21.8K – 770
2022
Q4 		$21.8K Buy
+700
New +$20K ﹤0.01% 1636
2022
Q2 		– Sell
-700
Closed -$20K – 1585
2022
Q1 		$20K Buy
+700
New +$18.4K ﹤0.01% 1605

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

Money Concepts Capital's BOX Position: Q1 2023 in Review

Money Concepts Capital sold out of Box (BOX) in Q1 2023, closing a stake of 700 shares — an estimated $21.8K sold.

Money Concepts Capital first reported a position in BOX in Q1 2022 and held it in 2 quarters. The position peaked at $21.8K in Q4 2022. 364 funds tracked by Wall St. Rank hold BOX as of Q1 2023.

  • Money Concepts Capital reported no remaining Box position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 700 Box shares in Q1 2023, an estimated $21.8K.
  • Money Concepts Capital first reported a position in Box in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's Box position peaked at $21.8K in Q4 2022.
  • 364 funds tracked by Wall St. Rank held Box as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.