SWP
BOX icon

Stratos Wealth Partners’s Box BOX Stock Holding History

Stratos Wealth Partners’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
Q4 		– Sell
-6,471
Closed -$212K – 1463
2024
Q3 		$212K Sell
6,471
-4,379
-40% -$128K ﹤0.01% 1313
2024
Q2 		$287K Buy
10,850
+446
+4% +$11.9K ﹤0.01% 1103
2024
Q1 		$295K Buy
10,404
+2,243
+27% +$60.2K ﹤0.01% 1111
2023
Q4 		$209K Buy
+8,161
New +$206K ﹤0.01% 1255
2022
Q1 		– Sell
-11,591
Closed -$304K – 1274
2021
Q4 		$304K Buy
+11,591
New +$299K 0.01% 993
2018
Q4 		– Sell
-2,181
Closed -$52K – 1009
2018
Q3 		$52K Buy
+2,181
New +$54.9K ﹤0.01% 1434
2018
Q2 		– Sell
-4,971
Closed -$102K – 1156
2018
Q1 		$102K Buy
4,971
+29
+0.6% +$624 ﹤0.01% 1187
2017
Q4 		$104K Buy
+4,942
New +$104K ﹤0.01% 1170

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 $3.37T AUM 44.26% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Stratos Wealth Partners's BOX Position: Q4 2024 in Review

Stratos Wealth Partners sold out of Box (BOX) in Q4 2024, closing a stake of 6,471 shares — an estimated $212K sold.

Stratos Wealth Partners first reported a position in BOX in Q4 2017 and held it in 8 quarters. The position peaked at $304K in Q4 2021. 400 funds tracked by Wall St. Rank hold BOX as of Q4 2024.

  • Stratos Wealth Partners reported no remaining Box position as of Q4 2024 after selling out during the quarter.
  • Stratos Wealth Partners sold 6,471 Box shares in Q4 2024, an estimated $212K.
  • Stratos Wealth Partners first reported a position in Box in Q4 2017 and held it in 8 quarters.
  • Stratos Wealth Partners's Box position peaked at $304K in Q4 2021.
  • 400 funds tracked by Wall St. Rank held Box as of Q4 2024.

Based on Stratos Wealth Partners's 13F filing for Q4 2024, filed 27 Jan 2025.