TWP
BOX icon

TFO Wealth Partners’s Box BOX Stock Holding History

TFO 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
Q2 		– Sell
-3
Closed -$85 – 155
2024
Q1 		$85 Hold
3
– – ﹤0.01% 662
2023
Q4 		$77 Hold
3
– – ﹤0.01% 829
2023
Q3 		$88 Hold
3
– – ﹤0.01% 990
2023
Q2 		$88 Hold
3
– – ﹤0.01% 687
2023
Q1 		$80 Sell
3
-8
-73% -$241 ﹤0.01% 686
2022
Q4 		$443 Buy
+11
New +$314 ﹤0.01% 496

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
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

TFO Wealth Partners's BOX Position: Q2 2024 in Review

TFO Wealth Partners sold out of Box (BOX) in Q2 2024, closing a stake of 3 shares — an estimated $85 sold.

TFO Wealth Partners first reported a position in BOX in Q4 2022 and held it in 6 quarters. The position peaked at $443 in Q4 2022. 349 funds tracked by Wall St. Rank hold BOX as of Q2 2024.

  • TFO Wealth Partners reported no remaining Box position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 3 Box shares in Q2 2024, an estimated $85.
  • TFO Wealth Partners first reported a position in Box in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Box position peaked at $443 in Q4 2022.
  • 349 funds tracked by Wall St. Rank held Box as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.