Toth Financial Advisory’s Box BOX Stock Holding History

Toth Financial Advisory’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 Q1	–	Sell	-19,000	Closed	-$591K	–	817
2022 Q4	$591K	Buy	+19,000	New	+$542K	0.1%	140

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Toth Financial Advisory's BOX Position: Q1 2023 in Review

Toth Financial Advisory sold out of Box (BOX) in Q1 2023, closing a stake of 19,000 shares — an estimated $591K sold.

Toth Financial Advisory first reported a position in BOX in Q4 2022 and held it in 1 quarter. The position peaked at $591K in Q4 2022. 364 funds tracked by Wall St. Rank hold BOX as of Q1 2023.

Toth Financial Advisory reported no remaining Box position as of Q1 2023 after selling out during the quarter.
Toth Financial Advisory sold 19,000 Box shares in Q1 2023, an estimated $591K.
Toth Financial Advisory first reported a position in Box in Q4 2022 and held it in 1 quarter.
Toth Financial Advisory's Box position peaked at $591K in Q4 2022.
364 funds tracked by Wall St. Rank held Box as of Q1 2023.

Based on Toth Financial Advisory's 13F filing for Q1 2023, filed 24 Apr 2023.