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Perigon Wealth Management’s Box BOX Stock Holding History

Perigon 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
2025
Q1 		– Sell
-6,414
Closed -$202K – 1038
2024
Q4 		$202K Buy
6,414
+9
+0.1% +$295 0.01% 981
2024
Q3 		$210K Buy
+6,405
New +$187K 0.01% 923
2023
Q2 		– Sell
-9,330
Closed -$250K – 785
2023
Q1 		$250K Sell
9,330
-10,881
-54% -$328K 0.01% 604
2022
Q4 		$629K Sell
20,211
-1,046
-5% -$29.8K 0.04% 349
2022
Q3 		$518K Sell
21,257
-223
-1% -$6.13K 0.04% 328
2022
Q2 		$540K Sell
21,480
-14
-0.1% -$391 0.05% 318
2022
Q1 		$625K Sell
21,494
-5,259
-20% -$138K 0.04% 308
2021
Q4 		$701K Sell
26,753
-3,305
-11% -$85.1K 0.05% 275
2021
Q3 		$711K Buy
30,058
+3,005
+11% +$73.8K 0.06% 246
2021
Q2 		$691K Sell
27,053
-5,237
-16% -$122K 0.06% 252
2021
Q1 		$741K Buy
32,290
+6,256
+24% +$122K 0.08% 229
2020
Q4 		$470K Buy
26,034
+11,568
+80% +$201K 0.05% 262
2020
Q3 		$251K Sell
14,466
-262
-2% -$4.84K 0.04% 326
2020
Q2 		$306K Sell
14,728
-9,299
-39% -$163K 0.05% 267
2020
Q1 		$371K Buy
+24,027
New +$358K 0.07% 207
2016
Q3 		– Sell
-76
Closed -$1K – 616
2016
Q2 		$1K Buy
+76
New +$909 ﹤0.01% 429

Other funds holding BOX

BlackRock
BlackRock New York $5.7T 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return