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SYSTM Wealth Solutions’s Box BOX Stock Holding History

SYSTM Wealth 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
-752
Closed -$19.9K – 164
2024
Q2 		$19.9K Hold
752
– – ﹤0.01% 370
2024
Q1 		$21.3K Buy
752
+81
+12% +$2.17K ﹤0.01% 692
2023
Q4 		$17.2K Buy
+671
New +$17K ﹤0.01% 747

Other funds holding BOX

BlackRock
BlackRock New York $5.72T 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
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SYSTM Wealth Solutions's BOX Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Box (BOX) in Q3 2024, closing a stake of 752 shares — an estimated $19.9K sold.

SYSTM Wealth Solutions first reported a position in BOX in Q4 2023 and held it in 3 quarters. The position peaked at $21.3K in Q1 2024. 395 funds tracked by Wall St. Rank hold BOX as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Box position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 752 Box shares in Q3 2024, an estimated $19.9K.
  • SYSTM Wealth Solutions first reported a position in Box in Q4 2023 and held it in 3 quarters.
  • SYSTM Wealth Solutions's Box position peaked at $21.3K in Q1 2024.
  • 395 funds tracked by Wall St. Rank held Box as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.