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
2021
Q1 		– Sell
-15,100
Closed -$11K – 3185
2020
Q4 		$11K Sell
15,100
-100
-0.7% -$1.74K ﹤0.01% 2969
2020
Q3 		$27K Sell
15,200
-10,100
-40% -$186K ﹤0.01% 2804
2020
Q2 		$112K Buy
25,300
+2,500
+11% +$43.9K ﹤0.01% 2627
2020
Q1 		$45K Buy
22,800
+9,900
+77% +$147K ﹤0.01% 2322
2019
Q4 		$20K Hold
12,900
– – ﹤0.01% 2801
2019
Q3 		$23K Sell
12,900
-23,900
-65% -$384K ﹤0.01% 2740
2019
Q2 		$39K Sell
36,800
-12,200
-25% -$233K ﹤0.01% 2758
2019
Q1 		$83K Buy
49,000
+11,800
+32% +$244K ﹤0.01% 2662
2018
Q4 		$55K Buy
+37,200
New +$684K ﹤0.01% 2463

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.