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TCWP’s Box BOX Stock Holding History

TCWP’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
-185,815
Closed -$4.98M – 184
2023
Q1 		$4.98M Buy
+185,815
New +$5.6M 0.94% 32

Other funds holding BOX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

TCWP's BOX Position: Q2 2023 in Review

TCWP sold out of Box (BOX) in Q2 2023, closing a stake of 185,815 shares — an estimated $4.98M sold.

TCWP first reported a position in BOX in Q1 2023 and held it in 1 quarter. The position peaked at $4.98M in Q1 2023. 345 funds tracked by Wall St. Rank hold BOX as of Q2 2023.

  • TCWP reported no remaining Box position as of Q2 2023 after selling out during the quarter.
  • TCWP sold 185,815 Box shares in Q2 2023, an estimated $4.98M.
  • TCWP first reported a position in Box in Q1 2023 and held it in 1 quarter.
  • TCWP's Box position peaked at $4.98M in Q1 2023.
  • 345 funds tracked by Wall St. Rank held Box as of Q2 2023.

Based on TCWP's 13F filing for Q2 2023, filed 11 Aug 2023.