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Advisor Group’s Box BOX Stock Holding History

Advisor Group’s Portfolio BOX Stock Details BOX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$145K Sell
8,662
-3,654
-30% -$61.3K ﹤0.01% 2645
2019
Q3 		$205K Sell
12,316
-4,932
-29% -$79.1K ﹤0.01% 2310
2019
Q2 		$303K Sell
17,248
-11,234
-39% -$215K ﹤0.01% 1988
2019
Q1 		$549K Buy
28,482
+8,385
+42% +$174K ﹤0.01% 1521
2018
Q4 		$340K Sell
20,097
-8,157
-29% -$150K ﹤0.01% 1680
2018
Q3 		$675K Buy
28,254
+3,568
+14% +$89.8K 0.01% 1251
2018
Q2 		$617K Buy
24,686
+20,586
+502% +$510K 0.01% 1165
2018
Q1 		$84K Sell
4,100
-250
-6% -$5.38K ﹤0.01% 2688
2017
Q4 		$92K Buy
4,350
+950
+28% +$20K ﹤0.01% 2640
2017
Q3 		$66K Buy
3,400
+1,900
+127% +$35.7K ﹤0.01% 2727
2017
Q2 		$28K Sell
1,500
-1,300
-46% -$23.4K ﹤0.01% 3252
2017
Q1 		$45K Hold
2,800
– – ﹤0.01% 2797
2016
Q4 		$39K Buy
2,800
+50
+2% +$740 ﹤0.01% 2783
2016
Q3 		$44K Buy
2,750
+410
+18% +$5.19K ﹤0.01% 2630
2016
Q2 		$23K Buy
+2,340
New +$28K ﹤0.01% 2968

Other funds holding BOX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Advisor Group's BOX Position: Q4 2019 in Review

Advisor Group reduced its Box (BOX) stake by 30% in Q4 2019, selling an estimated $61.3K and leaving 8,662 shares worth $145K. The position accounts for ﹤0.01% of the portfolio, ranked #2645.

Advisor Group first reported a position in BOX in Q2 2016 and has held it in 15 quarters since. The position peaked at $675K in Q3 2018. 250 funds tracked by Wall St. Rank hold BOX as of Q4 2019.

  • Advisor Group held 8,662 shares of Box worth $145K as of Q4 2019.
  • Advisor Group sold 3,654 Box shares in Q4 2019, an estimated $61.3K.
  • Box made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2645 holding.
  • Advisor Group first reported a position in Box in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Box position peaked at $675K in Q3 2018.
  • 250 funds tracked by Wall St. Rank held Box as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.