Back to BXCAP
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → BXCAP
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC BXCAP Position History
Box, Inc. • Technology
Quarters held
8
Latest value
$13K
Q3 2026
Peak value
$539K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $16K |
| Q3 2025 | $283K |
| Q4 2025 | $14K |
| Q4 2025 | $200K |
| Q1 2026 | $157K |
| Q2 2026 | $399K |
| Q3 2026 | $539K |
| Q3 2026 | $13K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $13K | 12.0K | — | — |
| Q3 2026 | $539K | 30.1K | — | — |
| Q2 2026 | $399K | 29.3K | — | — |
| Q1 2026 | $157K | 21.6K | — | — |
| Q4 2025 | $200K | 6.6K | — | — |
| Q4 2025 | $14K | 15.0K | — | — |
| Q3 2025 | $283K | 8.6K | — | — |
| Q3 2025 | $16K | 16.0K | — | — |
Other funds holding BXCAP
$603.1M
$559.3M
$543.8M
$516.4M
$500.4M
$456.8M
$192.7M
$188.7M