Avantax Planning Partners’s Box BOX Stock Holding History

Avantax Planning Partners’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
2018 Q4	–	Sell	-275	Closed	-$7K	–	399
2018 Q3	$7K	Buy	+275	New	+$6.92K	﹤0.01%	966
2018 Q2	–	Sell	-275	Closed	-$6K	–	401
2018 Q1	$6K	Buy	+275	New	+$5.92K	﹤0.01%	1246
2017 Q4	–	Sell	-13,315	Closed	-$257K	–	315
2017 Q3	$257K	Hold	13,315	–	–	0.02%	314
2017 Q2	$243K	Hold	13,315	–	–	0.02%	296
2017 Q1	$217K	Hold	13,315	–	–	0.02%	304
2016 Q4	$185K	Buy	+13,315	New	+$197K	0.02%	302

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

BCM

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

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

SQN Investors Menlo Park, California $12.8M AUM

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

Avantax Planning Partners's BOX Position: Q4 2018 in Review

Avantax Planning Partners sold out of Box (BOX) in Q4 2018, closing a stake of 275 shares — an estimated $7K sold.

Avantax Planning Partners first reported a position in BOX in Q4 2016 and held it in 6 quarters. The position peaked at $257K in Q3 2017. 257 funds tracked by Wall St. Rank hold BOX as of Q4 2018.

Avantax Planning Partners reported no remaining Box position as of Q4 2018 after selling out during the quarter.
Avantax Planning Partners sold 275 Box shares in Q4 2018, an estimated $7K.
Avantax Planning Partners first reported a position in Box in Q4 2016 and held it in 6 quarters.
Avantax Planning Partners's Box position peaked at $257K in Q3 2017.
257 funds tracked by Wall St. Rank held Box as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.