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 $5.7T AUM 30.48% 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 $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return