Royal Capital Wealth Management’s Box BOX Stock Holding History

Royal Capital 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
2023 Q3	–	Sell	-7,950	Closed	-$234K	–	93
2023 Q2	$234K	Hold	7,950	–	–	0.22%	80
2023 Q1	$213K	Hold	7,950	–	–	0.21%	88
2022 Q4	$247K	Buy	+7,950	New	+$227K	0.26%	79
2022 Q2	–	Sell	-7,950	Closed	-$231K	–	96
2022 Q1	$231K	Hold	7,950	–	–	0.23%	91
2021 Q4	$208K	Buy	+7,950	New	+$205K	0.2%	100

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

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

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

Royal Capital Wealth Management's BOX Position: Q3 2023 in Review

Royal Capital Wealth Management sold out of Box (BOX) in Q3 2023, closing a stake of 7,950 shares — an estimated $234K sold.

Royal Capital Wealth Management first reported a position in BOX in Q4 2021 and held it in 5 quarters. The position peaked at $247K in Q4 2022. 326 funds tracked by Wall St. Rank hold BOX as of Q3 2023.

Royal Capital Wealth Management reported no remaining Box position as of Q3 2023 after selling out during the quarter.
Royal Capital Wealth Management sold 7,950 Box shares in Q3 2023, an estimated $234K.
Royal Capital Wealth Management first reported a position in Box in Q4 2021 and held it in 5 quarters.
Royal Capital Wealth Management's Box position peaked at $247K in Q4 2022.
326 funds tracked by Wall St. Rank held Box as of Q3 2023.

Based on Royal Capital Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.