RJFSA
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Raymond James Financial Services Advisors’s Box BOX Stock Holding History

Raymond James Financial Services Advisors’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
Q3 		$651K Sell
19,881
-1,198
-6% -$35K ﹤0.01% 2434
2024
Q2 		$557K Sell
21,079
-337
-2% -$8.98K ﹤0.01% 2453
2024
Q1 		$607K Sell
21,416
-20,104
-48% -$540K ﹤0.01% 2379
2023
Q4 		$1.06M Sell
41,520
-26,274
-39% -$664K ﹤0.01% 1945
2023
Q3 		$1.64M Buy
67,794
+7,946
+13% +$227K ﹤0.01% 1612
2023
Q2 		$1.76M Sell
59,848
-3,945
-6% -$109K ﹤0.01% 1576
2023
Q1 		$1.71M Buy
63,793
+26,587
+71% +$801K ﹤0.01% 1578
2022
Q4 		$1.16M Sell
37,206
-1,200
-3% -$34.2K ﹤0.01% 1742
2022
Q3 		$937K Sell
38,406
-571
-1% -$15.7K ﹤0.01% 1843
2022
Q2 		$980K Buy
38,977
+188
+0.5% +$5.25K ﹤0.01% 1846
2022
Q1 		$1.13M Sell
38,789
-49,347
-56% -$1.3M ﹤0.01% 1867
2021
Q4 		$2.31M Sell
88,136
-3,171
-3% -$81.7K ﹤0.01% 1440
2021
Q3 		$2.16M Sell
91,307
-23,609
-21% -$580K ﹤0.01% 1444
2021
Q2 		$2.94M Sell
114,916
-13,440
-10% -$313K 0.01% 1256
2021
Q1 		$2.95M Sell
128,356
-15,645
-11% -$305K 0.01% 1183
2020
Q4 		$2.6M Sell
144,001
-225
-0.2% -$3.92K 0.01% 1151
2020
Q3 		$2.5M Buy
144,226
+540
+0.4% +$9.97K 0.01% 1059
2020
Q2 		$2.98M Sell
143,686
-12,116
-8% -$213K 0.01% 938
2020
Q1 		$2.19M Buy
155,802
+15,220
+11% +$227K 0.01% 849
2019
Q4 		$2.36M Sell
140,582
-25,641
-15% -$430K 0.01% 1090
2019
Q3 		$2.75M Buy
166,223
+22,195
+15% +$356K 0.01% 951
2019
Q2 		$2.54M Buy
144,028
+16,776
+13% +$321K 0.01% 975
2019
Q1 		$2.46M Buy
127,252
+36,163
+40% +$749K 0.01% 964
2018
Q4 		$1.54M Sell
91,089
-23,937
-21% -$440K 0.01% 1041
2018
Q3 		$2.75M Buy
115,026
+54,610
+90% +$1.37M 0.01% 899
2018
Q2 		$1.51M Buy
+60,416
New +$1.5M 0.01% 1181
2016
Q4 		– Sell
-11,392
Closed -$180K – 2351
2016
Q3 		$180K Buy
11,392
+515
+5% +$6.52K ﹤0.01% 2065
2016
Q2 		$112K Buy
+10,877
New +$130K ﹤0.01% 2090

Other funds holding BOX

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial Services Advisors's BOX Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its Box (BOX) stake by 5.7% in Q3 2024, selling an estimated $35K and leaving 19,881 shares worth $651K. The position accounts for ﹤0.01% of the portfolio, ranked #2434.

Raymond James Financial Services Advisors first reported a position in BOX in Q2 2016 and has held it in 28 quarters since. The position peaked at $2.98M in Q2 2020. 395 funds tracked by Wall St. Rank hold BOX as of Q3 2024.

  • Raymond James Financial Services Advisors held 19,881 shares of Box worth $651K as of Q3 2024.
  • Raymond James Financial Services Advisors sold 1,198 Box shares in Q3 2024, an estimated $35K.
  • Box made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2434 holding.
  • Raymond James Financial Services Advisors first reported a position in Box in Q2 2016 and has held it in 28 quarters since.
  • Raymond James Financial Services Advisors's Box position peaked at $2.98M in Q2 2020.
  • 395 funds tracked by Wall St. Rank held Box as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.