Brio Consultants »

Box Inc cl a shares owned by Brio Consultants

Quarter-by-quarter ownership of Box Inc cl a (BOX) shares owned by Brio Consultants from 13F filings

Historical chart of Brio Consultants investment in Box Inc cl a

Tip: Access up to 7 years of quarterly data

All positions including Box Inc cl a held by Brio Consultants consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Box Inc cl a by Brio Consultants

Quarter filed Position value Share count Share price at filing
2024-09-30 $327k 10k 32.73
2024-03-31 $408k 14k 28.32
2023-12-31 $1.0M 40k 25.61

More positions owned by Brio Consultants

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Actively Managed Exc Total Return (GTO)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Ishares Tr Calif Mun Bd Etf (CMF)
Ishares Tr Rusel 2500 Etf (SMMD)
Ishares Msci Emerg Mrkt (EEMV)
Spdr Ser Tr Bloomberg 1 10 Y (TIPX)
Ishares Tr Core Intl Aggr (IAGG)
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)
Ishares Tr Core S&p Us Gwt (IUSG)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Brio Consultants

Top funds holding Box Inc cl a

BlackRock
BlackRock
Vanguard Group
Earnest Partners
State Street Corporation
RGM Capital
Bank of America Corporation
Morgan Stanley
Geode Capital Management
Sei Investments
Jpmorgan Chase & Co
Deutsche Bank Aktiengesellschaft
Dimensional Fund Advisors
Jacobs Levy Equity Management
Macquarie Group

View all funds holding Box Inc cl a