Stonebridge Capital Advisors’s Box BOX Stock Holding History

Stonebridge Capital 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
2022 Q4	–	Sell	-39	Closed	-$1K	–	987
2022 Q3	$1K	Buy	+39	New	+$1.07K	﹤0.01%	867

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Stonebridge Capital Advisors's BOX Position: Q4 2022 in Review

Stonebridge Capital Advisors sold out of Box (BOX) in Q4 2022, closing a stake of 39 shares — an estimated $1K sold.

Stonebridge Capital Advisors first reported a position in BOX in Q3 2022 and held it in 1 quarter. The position peaked at $1K in Q3 2022. 373 funds tracked by Wall St. Rank hold BOX as of Q4 2022.

Stonebridge Capital Advisors reported no remaining Box position as of Q4 2022 after selling out during the quarter.
Stonebridge Capital Advisors sold 39 Box shares in Q4 2022, an estimated $1K.
Stonebridge Capital Advisors first reported a position in Box in Q3 2022 and held it in 1 quarter.
Stonebridge Capital Advisors's Box position peaked at $1K in Q3 2022.
373 funds tracked by Wall St. Rank held Box as of Q4 2022.

Based on Stonebridge Capital Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.