West Tower Group’s Box BOX Stock Holding History

West Tower Group’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	-2,895	Closed	-$74.1K	–	143
2023 Q4	$74.1K	Sell	2,895 -380	-12%	-$9.61K	0.15%	106
2023 Q3	$79.3K	Sell	3,275 -1,817	-36%	-$51.9K	0.04%	126
2023 Q2	$150K	Buy	+5,092	New	+$141K	0.11%	79

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 $3.37T AUM 44.26% 1-Year Est. Return

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

West Tower Group's BOX Position: Q1 2024 in Review

West Tower Group sold out of Box (BOX) in Q1 2024, closing a stake of 2,895 shares — an estimated $74.1K sold.

West Tower Group first reported a position in BOX in Q2 2023 and held it in 3 quarters. The position peaked at $150K in Q2 2023. 342 funds tracked by Wall St. Rank hold BOX as of Q1 2024.

West Tower Group reported no remaining Box position as of Q1 2024 after selling out during the quarter.
West Tower Group sold 2,895 Box shares in Q1 2024, an estimated $74.1K.
West Tower Group first reported a position in Box in Q2 2023 and held it in 3 quarters.
West Tower Group's Box position peaked at $150K in Q2 2023.
342 funds tracked by Wall St. Rank held Box as of Q1 2024.

Based on West Tower Group's 13F filing for Q1 2024, filed 14 May 2024.