VA
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Valmark Advisers’s Box BOX Stock Holding History

Valmark Advisers’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
Q4 		– Sell
-24,465
Closed -$592K – 499
2023
Q3 		$592K Sell
24,465
-15,933
-39% -$455K 0.01% 304
2023
Q2 		$1.19M Buy
40,398
+2,466
+7% +$68.3K 0.02% 203
2023
Q1 		$1.02M Buy
37,932
+2,283
+6% +$68.8K 0.02% 219
2022
Q4 		$1.11M Sell
35,649
-532
-1% -$15.2K 0.03% 199
2022
Q3 		$882K Buy
36,181
+2,808
+8% +$77.3K 0.02% 203
2022
Q2 		$839K Hold
33,373
– – 0.02% 221
2022
Q1 		$970K Buy
33,373
+856
+3% +$22.5K 0.02% 209
2021
Q4 		$852K Buy
32,517
+8,806
+37% +$227K 0.01% 220
2021
Q3 		$561K Buy
+23,711
New +$582K 0.01% 263

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
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Valmark Advisers's BOX Position: Q4 2023 in Review

Valmark Advisers sold out of Box (BOX) in Q4 2023, closing a stake of 24,465 shares — an estimated $592K sold.

Valmark Advisers first reported a position in BOX in Q3 2021 and held it in 9 quarters. The position peaked at $1.19M in Q2 2023. 332 funds tracked by Wall St. Rank hold BOX as of Q4 2023.

  • Valmark Advisers reported no remaining Box position as of Q4 2023 after selling out during the quarter.
  • Valmark Advisers sold 24,465 Box shares in Q4 2023, an estimated $592K.
  • Valmark Advisers first reported a position in Box in Q3 2021 and held it in 9 quarters.
  • Valmark Advisers's Box position peaked at $1.19M in Q2 2023.
  • 332 funds tracked by Wall St. Rank held Box as of Q4 2023.

Based on Valmark Advisers's 13F filing for Q4 2023, filed 2 Feb 2024.