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SeaCrest Wealth Management’s Box BOX Stock Holding History

SeaCrest 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
2022
Q3 		– Sell
-2,661
Closed -$67K – 742
2022
Q2 		$67K Buy
+2,661
New +$74.3K 0.01% 1003
2019
Q2 		– Sell
-4,841
Closed -$93K – 687
2019
Q1 		$93K Sell
4,841
-350
-7% -$7.25K 0.02% 713
2018
Q4 		$88K Sell
5,191
-3,246
-38% -$59.7K 0.02% 704
2018
Q3 		$202K Sell
8,437
-1,328
-14% -$33.4K 0.03% 499
2018
Q2 		$244K Buy
9,765
+8,243
+542% +$204K 0.04% 424
2018
Q1 		$31K Sell
1,522
-1,250
-45% -$26.9K 0.01% 1155
2017
Q4 		$59K Buy
+2,772
New +$58.5K 0.01% 894

Other funds holding BOX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

SeaCrest Wealth Management's BOX Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of Box (BOX) in Q3 2022, closing a stake of 2,661 shares — an estimated $67K sold.

SeaCrest Wealth Management first reported a position in BOX in Q4 2017 and held it in 7 quarters. The position peaked at $244K in Q2 2018. 324 funds tracked by Wall St. Rank hold BOX as of Q3 2022.

  • SeaCrest Wealth Management reported no remaining Box position as of Q3 2022 after selling out during the quarter.
  • SeaCrest Wealth Management sold 2,661 Box shares in Q3 2022, an estimated $67K.
  • SeaCrest Wealth Management first reported a position in Box in Q4 2017 and held it in 7 quarters.
  • SeaCrest Wealth Management's Box position peaked at $244K in Q2 2018.
  • 324 funds tracked by Wall St. Rank held Box as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.