Strategic Investment Solutions’s Box BOX Stock Holding History

Strategic Investment Solutions’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 Q3	–	Sell	-650	Closed	-$14.9K	–	659
2024 Q2	$14.9K	Buy	+650	New	+$17.3K	﹤0.01%	303

Other funds holding BOX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

RGM Capital Naples, Florida $2.06B AUM 8.49% 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

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Strategic Investment Solutions's BOX Position: Q3 2024 in Review

Strategic Investment Solutions sold out of Box (BOX) in Q3 2024, closing a stake of 650 shares — an estimated $14.9K sold.

Strategic Investment Solutions first reported a position in BOX in Q2 2024 and held it in 1 quarter. The position peaked at $14.9K in Q2 2024. 395 funds tracked by Wall St. Rank hold BOX as of Q3 2024.

Strategic Investment Solutions reported no remaining Box position as of Q3 2024 after selling out during the quarter.
Strategic Investment Solutions sold 650 Box shares in Q3 2024, an estimated $14.9K.
Strategic Investment Solutions first reported a position in Box in Q2 2024 and held it in 1 quarter.
Strategic Investment Solutions's Box position peaked at $14.9K in Q2 2024.
395 funds tracked by Wall St. Rank held Box as of Q3 2024.

Based on Strategic Investment Solutions's 13F filing for Q3 2024, filed 23 Oct 2024.