SWA
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SOA Wealth Advisors’s Box BOX Stock Holding History

SOA Wealth 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
-200
Closed -$5.12K – 911
2023
Q4 		$5.12K Hold
200
– – ﹤0.01% 597
2023
Q3 		$4.84K Hold
200
– – ﹤0.01% 619
2023
Q2 		$5.88K Hold
200
– – ﹤0.01% 600
2023
Q1 		$5.36K Hold
200
– – ﹤0.01% 612
2022
Q4 		$6.23K Hold
200
– – ﹤0.01% 588
2022
Q3 		$4K Hold
200
– – ﹤0.01% 621
2022
Q2 		$5K Hold
200
– – ﹤0.01% 583
2022
Q1 		$5K Hold
200
– – ﹤0.01% 679
2021
Q4 		$5K Buy
+200
New +$5.15K ﹤0.01% 652

Other funds holding BOX

BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $2.9T AUM 29.55% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return