VIA
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Virtus Investment Advisers’s Box BOX Stock Holding History

Virtus Investment 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
2024
Q1 		– Sell
-23,784
Closed -$609K – 353
2023
Q4 		$609K Hold
23,784
– – 0.46% 59
2023
Q3 		$576K Hold
23,784
– – 0.39% 66
2023
Q2 		$699K Hold
23,784
– – 0.47% 56
2023
Q1 		$637K Buy
23,784
+566
+2% +$17.1K 0.45% 68
2022
Q4 		$723K Hold
23,218
– – 0.48% 55
2022
Q3 		$566K Buy
+23,218
New +$639K 0.26% 64

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 $3.38T AUM 44.17% 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
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
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Virtus Investment Advisers's BOX Position: Q1 2024 in Review

Virtus Investment Advisers sold out of Box (BOX) in Q1 2024, closing a stake of 23,784 shares — an estimated $609K sold.

Virtus Investment Advisers first reported a position in BOX in Q3 2022 and held it in 6 quarters. The position peaked at $723K in Q4 2022. 342 funds tracked by Wall St. Rank hold BOX as of Q1 2024.

  • Virtus Investment Advisers reported no remaining Box position as of Q1 2024 after selling out during the quarter.
  • Virtus Investment Advisers sold 23,784 Box shares in Q1 2024, an estimated $609K.
  • Virtus Investment Advisers first reported a position in Box in Q3 2022 and held it in 6 quarters.
  • Virtus Investment Advisers's Box position peaked at $723K in Q4 2022.
  • 342 funds tracked by Wall St. Rank held Box as of Q1 2024.

Based on Virtus Investment Advisers's 13F filing for Q1 2024, filed 16 May 2024.