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Box Inc cl a shares owned by Centricity Wealth Management

Quarter-by-quarter ownership of Box Inc cl a (BOX) shares owned by Centricity Wealth Management from 13F filings

Historical chart of Centricity Wealth Management investment in Box Inc cl a

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

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Quarterly reported holdings in Box Inc cl a by Centricity Wealth Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $6.8k 200 34.17
2025-03-31 $6.2k 200 30.86
2024-12-31 $6.3k 200 31.60

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Top funds holding Box Inc cl a

BlackRock
Vanguard Group
Earnest Partners
State Street Corporation
UBS Group
Arrowstreet Capital, Limited Partnership
Acadian Asset Management
Geode Capital Management
Sei Investments
RGM Capital
Jpmorgan Chase & Co
Dimensional Fund Advisors
Goldman Sachs Group
Norges Bank Investment Management
Congress Asset Management

View all funds holding Box Inc cl a