Unique Wealth Strategies’s Box BOX Stock Holding History

Unique Wealth Strategies’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 Q4	–	Sell	-14,541	Closed	-$476K	–	197
2024 Q3	$476K	Buy	+14,541	New	+$424K	0.2%	148

Other funds holding BOX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

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

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Unique Wealth Strategies's BOX Position: Q4 2024 in Review

Unique Wealth Strategies sold out of Box (BOX) in Q4 2024, closing a stake of 14,541 shares — an estimated $476K sold.

Unique Wealth Strategies first reported a position in BOX in Q3 2024 and held it in 1 quarter. The position peaked at $476K in Q3 2024. 400 funds tracked by Wall St. Rank hold BOX as of Q4 2024.

Unique Wealth Strategies reported no remaining Box position as of Q4 2024 after selling out during the quarter.
Unique Wealth Strategies sold 14,541 Box shares in Q4 2024, an estimated $476K.
Unique Wealth Strategies first reported a position in Box in Q3 2024 and held it in 1 quarter.
Unique Wealth Strategies's Box position peaked at $476K in Q3 2024.
400 funds tracked by Wall St. Rank held Box as of Q4 2024.

Based on Unique Wealth Strategies's 13F filing for Q4 2024, filed 14 Jul 2026.