WWA
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Wingate Wealth Advisors’s Box BOX Stock Holding History

Wingate Wealth Advisors’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
2025
Q1 		– Sell
-500
Closed -$15.8K – 134
2024
Q4 		$15.8K Buy
+500
New +$16.4K 0.02% 308

Other funds holding BOX

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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 $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Wingate Wealth Advisors's BOX Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of Box (BOX) in Q1 2025, closing a stake of 500 shares — an estimated $15.8K sold.

Wingate Wealth Advisors first reported a position in BOX in Q4 2024 and held it in 1 quarter. The position peaked at $15.8K in Q4 2024. 392 funds tracked by Wall St. Rank hold BOX as of Q1 2025.

  • Wingate Wealth Advisors reported no remaining Box position as of Q1 2025 after selling out during the quarter.
  • Wingate Wealth Advisors sold 500 Box shares in Q1 2025, an estimated $15.8K.
  • Wingate Wealth Advisors first reported a position in Box in Q4 2024 and held it in 1 quarter.
  • Wingate Wealth Advisors's Box position peaked at $15.8K in Q4 2024.
  • 392 funds tracked by Wall St. Rank held Box as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.