TCI Wealth Advisors’s Box BOX Stock Holding History

TCI Wealth 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
2023 Q2	–	Sell	-668	Closed	-$17.9K	–	484
2023 Q1	$17.9K	Buy	668 +125	+23%	+$3.77K	﹤0.01%	772
2022 Q4	$16.9K	Buy	543 +1	+0.2%	+$29	﹤0.01%	780
2022 Q3	$13K	Buy	542 +5	+0.9%	+$138	﹤0.01%	856
2022 Q2	$14K	Hold	537	–	–	﹤0.01%	796
2022 Q1	$16K	Buy	537 +14	+3%	+$368	﹤0.01%	791
2021 Q4	$14K	Buy	523 +47	+10%	+$1.21K	﹤0.01%	904
2021 Q3	$11K	Buy	476 +71	+18%	+$1.74K	﹤0.01%	1018
2021 Q2	$10K	Buy	405 +40	+11%	+$932	﹤0.01%	945
2021 Q1	$8K	Buy	365 +165	+83%	+$3.21K	﹤0.01%	966
2020 Q4	$4K	Hold	200	–	–	﹤0.01%	940
2020 Q3	$3K	Hold	200	–	–	﹤0.01%	921
2020 Q2	$4K	Hold	200	–	–	﹤0.01%	783
2020 Q1	$3K	Hold	200	–	–	﹤0.01%	839
2019 Q4	$3K	Hold	200	–	–	﹤0.01%	998
2019 Q3	$3K	Hold	200	–	–	﹤0.01%	929
2019 Q2	$4K	Hold	200	–	–	﹤0.01%	804
2019 Q1	$4K	Hold	200	–	–	﹤0.01%	828
2018 Q4	$3K	Hold	200	–	–	﹤0.01%	879
2018 Q3	$5K	Hold	200	–	–	﹤0.01%	777
2018 Q2	$5K	Hold	200	–	–	﹤0.01%	762
2018 Q1	$4K	Hold	200	–	–	﹤0.01%	770
2017 Q4	$4K	Hold	200	–	–	﹤0.01%	819
2017 Q3	$4K	Hold	200	–	–	﹤0.01%	763
2017 Q2	$4K	Hold	200	–	–	﹤0.01%	789
2017 Q1	$3K	Buy	+200	New	+$3.38K	﹤0.01%	829

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

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

TCI Wealth Advisors's BOX Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Box (BOX) in Q2 2023, closing a stake of 668 shares — an estimated $17.9K sold.

TCI Wealth Advisors first reported a position in BOX in Q1 2017 and held it in 25 quarters. The position peaked at $17.9K in Q1 2023. 343 funds tracked by Wall St. Rank hold BOX as of Q2 2023.

TCI Wealth Advisors reported no remaining Box position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 668 Box shares in Q2 2023, an estimated $17.9K.
TCI Wealth Advisors first reported a position in Box in Q1 2017 and held it in 25 quarters.
TCI Wealth Advisors's Box position peaked at $17.9K in Q1 2023.
343 funds tracked by Wall St. Rank held Box as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.