SteelPeak Wealth’s Box BOX Stock Holding History

SteelPeak Wealth’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	-24,158	Closed	-$607K	–	403
2022 Q2	$607K	Buy	24,158 +6,534	+37%	+$183K	0.04%	225
2022 Q1	$512K	Buy	+17,624	New	+$464K	0.03%	281

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

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

SteelPeak Wealth's BOX Position: Q3 2022 in Review

SteelPeak Wealth sold out of Box (BOX) in Q3 2022, closing a stake of 24,158 shares — an estimated $607K sold.

SteelPeak Wealth first reported a position in BOX in Q1 2022 and held it in 2 quarters. The position peaked at $607K in Q2 2022. 324 funds tracked by Wall St. Rank hold BOX as of Q3 2022.

SteelPeak Wealth reported no remaining Box position as of Q3 2022 after selling out during the quarter.
SteelPeak Wealth sold 24,158 Box shares in Q3 2022, an estimated $607K.
SteelPeak Wealth first reported a position in Box in Q1 2022 and held it in 2 quarters.
SteelPeak Wealth's Box position peaked at $607K in Q2 2022.
324 funds tracked by Wall St. Rank held Box as of Q3 2022.

Based on SteelPeak Wealth's 13F filing for Q3 2022, filed 26 Oct 2022.