AIM
BOX icon

Assured Investment Management’s Box BOX Stock Holding History

Assured Investment Management’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
Q2 		– Sell
-208,953
Closed -$4.04M – 157
2019
Q1 		$4.04M Sell
208,953
-322,269
-61% -$6.68M 0.05% 189
2018
Q4 		$8.97M Buy
531,222
+347,660
+189% +$6.4M 0.25% 80
2018
Q3 		$4.39M Buy
183,562
+8,548
+5% +$215K 0.08% 283
2018
Q2 		$4.37M Buy
+175,014
New +$4.34M 0.08% 276

Other funds holding BOX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $170B AUM 46.21% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
DCM
Dorsal Capital Management Redwood City, California $2.82B AUM 7.73% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Assured Investment Management's BOX Position: Q2 2019 in Review

Assured Investment Management sold out of Box (BOX) in Q2 2019, closing a stake of 208,953 shares — an estimated $4.04M sold.

Assured Investment Management first reported a position in BOX in Q2 2018 and held it in 4 quarters. The position peaked at $8.97M in Q4 2018. 258 funds tracked by Wall St. Rank hold BOX as of Q2 2019.

  • Assured Investment Management reported no remaining Box position as of Q2 2019 after selling out during the quarter.
  • Assured Investment Management sold 208,953 Box shares in Q2 2019, an estimated $4.04M.
  • Assured Investment Management first reported a position in Box in Q2 2018 and held it in 4 quarters.
  • Assured Investment Management's Box position peaked at $8.97M in Q4 2018.
  • 258 funds tracked by Wall St. Rank held Box as of Q2 2019.

Based on Assured Investment Management's 13F filing for Q2 2019, filed 14 Aug 2019.