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Box Inc cl a shares owned by Congress Wealth Management LLC / DE /

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

Historical chart of Congress Wealth Management LLC / DE / investment in Box Inc cl a

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Box Inc cl a by Congress Wealth Management LLC / DE /

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.4M 194k 32.73

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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