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Box Inc cl a shares owned by Harvest Group Wealth Management

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

Historical chart of Harvest Group Wealth Management investment in Box Inc cl a

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All positions including Box Inc cl a held by Harvest Group 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 Harvest Group Wealth Management

Quarter filed Position value Share count Share price at filing
2023-03-31 $723 27 26.78
2022-12-31 $840 27 31.15
2022-09-30 $999 39 25.64
2022-06-30 $999 39 25.64

More positions owned by Harvest Group Wealth Management

SPDR S&P 500 Value ETF Etf (SPYV)
Schwab Short-term Us Treasury Etf Etf (SCHO)
iShares International ETF Etf (IXUS)
Schwab Large Cap Growth ETF Etf (SCHG)
Schwab Intermediate-term Us Treasury Etf Etf (SCHR)
SPDR Emerging Markets ETF Etf (SPEM)
First Trust Low Duration Opportunities Etf Etf (LMBS)
SPDR Small Cap Value ETF Etf (SPSM)
iShares MBS ETF Etf (MBB)
Goldman Sachs Investment Grade Corporate Bond ETF Etf (GIGB)
Pimco Active Bond ETF Etf (BOND)
Vanguard Intermediate-Term Treasury ETF Etf (VGIT)
Vanguard Mid Cap Value ETF Etf (VOE)
VanEck Fallen Angel High Yield ETF Etf (ANGL)
iShares S&P 500 Growth ETF Etf (IVW)

View all positions for Harvest Group Wealth Management

Top funds holding Box Inc cl a

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

View all funds holding Box Inc cl a