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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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
SI
SQN Investors Menlo Park, California $12.8M AUM
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return