Morton Brown Family Wealth’s Box BOX Stock Holding History

Morton Brown Family Wealth’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 Q2	–	Sell	-52	Closed	-$1.39K	–	192
2023 Q1	$1.39K	Buy	+52	New	+$1.57K	﹤0.01%	231

Other funds holding BOX

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

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

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Morton Brown Family Wealth's BOX Position: Q2 2023 in Review

Morton Brown Family Wealth sold out of Box (BOX) in Q2 2023, closing a stake of 52 shares — an estimated $1.39K sold.

Morton Brown Family Wealth first reported a position in BOX in Q1 2023 and held it in 1 quarter. The position peaked at $1.39K in Q1 2023. 343 funds tracked by Wall St. Rank hold BOX as of Q2 2023.

Morton Brown Family Wealth reported no remaining Box position as of Q2 2023 after selling out during the quarter.
Morton Brown Family Wealth sold 52 Box shares in Q2 2023, an estimated $1.39K.
Morton Brown Family Wealth first reported a position in Box in Q1 2023 and held it in 1 quarter.
Morton Brown Family Wealth's Box position peaked at $1.39K in Q1 2023.
343 funds tracked by Wall St. Rank held Box as of Q2 2023.

Based on Morton Brown Family Wealth's 13F filing for Q2 2023, filed 25 Jul 2023.