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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 $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

SOA Wealth Advisors's BOX Position: Q1 2024 in Review

SOA Wealth Advisors sold out of Box (BOX) in Q1 2024, closing a stake of 200 shares — an estimated $5.12K sold.

SOA Wealth Advisors first reported a position in BOX in Q4 2021 and held it in 9 quarters. The position peaked at $6.23K in Q4 2022. 342 funds tracked by Wall St. Rank hold BOX as of Q1 2024.

  • SOA Wealth Advisors reported no remaining Box position as of Q1 2024 after selling out during the quarter.
  • SOA Wealth Advisors sold 200 Box shares in Q1 2024, an estimated $5.12K.
  • SOA Wealth Advisors first reported a position in Box in Q4 2021 and held it in 9 quarters.
  • SOA Wealth Advisors's Box position peaked at $6.23K in Q4 2022.
  • 342 funds tracked by Wall St. Rank held Box as of Q1 2024.

Based on SOA Wealth Advisors's 13F filing for Q1 2024, filed 10 Apr 2024.