GoalVest Advisory LLC Sells 49,046 Shares of Alpha Architect 1-3 Month Box ETF (BATS:BOXX)

GoalVest Advisory LLC cut its holdings in shares of Alpha Architect 1-3 Month Box ETF (BATS:BOXX) by 54.4% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 41,169 shares of the company’s stock after selling 49,046 shares during the period. Alpha Architect 1-3 Month Box ETF makes up approximately 1.2% of GoalVest Advisory LLC’s investment portfolio, making the stock its 11th largest holding. GoalVest Advisory LLC owned 0.17% of Alpha Architect 1-3 Month Box ETF worth $4,540,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the business. Captrust Financial Advisors increased its position in shares of Alpha Architect 1-3 Month Box ETF by 5.3% during the third quarter. Captrust Financial Advisors now owns 63,747 shares of the company’s stock worth $6,944,000 after acquiring an additional 3,189 shares in the last quarter. Sunbelt Securities Inc. bought a new position in Alpha Architect 1-3 Month Box ETF during the 2nd quarter worth about $5,067,000. Avondale Wealth Management raised its stake in shares of Alpha Architect 1-3 Month Box ETF by 379.2% in the 4th quarter. Avondale Wealth Management now owns 38,336 shares of the company’s stock valued at $4,228,000 after purchasing an additional 30,336 shares during the period. Aspect Partners LLC lifted its holdings in shares of Alpha Architect 1-3 Month Box ETF by 2.8% in the third quarter. Aspect Partners LLC now owns 36,157 shares of the company’s stock valued at $3,939,000 after purchasing an additional 986 shares in the last quarter. Finally, Sippican Capital Advisors acquired a new position in shares of Alpha Architect 1-3 Month Box ETF during the third quarter worth about $3,770,000.

Alpha Architect 1-3 Month Box ETF Stock Performance

BATS:BOXX opened at $110.60 on Thursday. The stock’s 50-day moving average price is $110.07 and its 200-day moving average price is $109.18. The company has a market capitalization of $2.67 billion and a P/E ratio of 21.80.

Alpha Architect 1-3 Month Box ETF Company Profile

The Alpha Architect 1-3 Month Box ETF (BOXX) is an exchange-traded fund that mostly invests in target outcome asset allocation. The fund is actively managed. The fund seeks to provide the price and yield performance of 1-3 month US Treasury Bills, less fees and expenses, through the use of derivatives BOXX was launched on Dec 28, 2022 and is managed by Alpha Architect.