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RE Dickinson Investment Advisors’s Box BOX Stock Holding History

RE Dickinson Investment 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
Q1 		– Sell
-45
Closed -$1K – 221
2023
Q4 		$1K Hold
45
– – ﹤0.01% 213
2023
Q3 		$1K Hold
45
– – ﹤0.01% 244
2023
Q2 		$1K Hold
45
– – ﹤0.01% 356
2023
Q1 		$1K Sell
45
-45
-50% -$1.36K ﹤0.01% 379
2022
Q4 		$3K Hold
90
– – ﹤0.01% 313
2022
Q3 		$2K Hold
90
– – ﹤0.01% 212
2022
Q2 		$2K Buy
+90
New +$2.52K ﹤0.01% 238

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 $27.7B AUM 52.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

RE Dickinson Investment Advisors's BOX Position: Q1 2024 in Review

RE Dickinson Investment Advisors sold out of Box (BOX) in Q1 2024, closing a stake of 45 shares — an estimated $1K sold.

RE Dickinson Investment Advisors first reported a position in BOX in Q2 2022 and held it in 7 quarters. The position peaked at $3K in Q4 2022. 342 funds tracked by Wall St. Rank hold BOX as of Q1 2024.

  • RE Dickinson Investment Advisors reported no remaining Box position as of Q1 2024 after selling out during the quarter.
  • RE Dickinson Investment Advisors sold 45 Box shares in Q1 2024, an estimated $1K.
  • RE Dickinson Investment Advisors first reported a position in Box in Q2 2022 and held it in 7 quarters.
  • RE Dickinson Investment Advisors's Box position peaked at $3K in Q4 2022.
  • 342 funds tracked by Wall St. Rank held Box as of Q1 2024.

Based on RE Dickinson Investment Advisors's 13F filing for Q1 2024, filed 8 May 2024.