Atlas Private Wealth Advisors’s Box BOX Stock Holding History

Atlas Private Wealth Advisors’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
2021 Q4	–	Sell	-144	Closed	-$3K	–	221
2021 Q3	$3K	Hold	144	–	–	﹤0.01%	619
2021 Q2	$4K	Hold	144	–	–	﹤0.01%	591
2021 Q1	$3K	Hold	144	–	–	﹤0.01%	670
2020 Q4	$3K	Buy	+144	New	+$2.51K	﹤0.01%	580

Other funds holding BOX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

FCM

Freshford Capital Management Rye Brook, New York $292M AUM 48.67% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Atlas Private Wealth Advisors's BOX Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of Box (BOX) in Q4 2021, closing a stake of 144 shares — an estimated $3K sold.

Atlas Private Wealth Advisors first reported a position in BOX in Q4 2020 and held it in 4 quarters. The position peaked at $4K in Q2 2021. 313 funds tracked by Wall St. Rank hold BOX as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining Box position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 144 Box shares in Q4 2021, an estimated $3K.
Atlas Private Wealth Advisors first reported a position in Box in Q4 2020 and held it in 4 quarters.
Atlas Private Wealth Advisors's Box position peaked at $4K in Q2 2021.
313 funds tracked by Wall St. Rank held Box as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.