BFEC
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Benjamin F. Edwards & Company’s Box BOX Stock Holding History

Benjamin F. Edwards & Company’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
Q2 		– Sell
-6,883
Closed -$158K – 1687
2021
Q1 		$158K Buy
6,883
+916
+15% +$17.8K 0.01% 731
2020
Q4 		$108K Buy
5,967
+1,581
+36% +$27.5K 0.01% 775
2020
Q3 		$76K Buy
4,386
+2,373
+118% +$43.8K 0.01% 807
2020
Q2 		$42K Buy
2,013
+372
+23% +$6.53K ﹤0.01% 921
2020
Q1 		$23K Sell
1,641
-1,209
-42% -$18K ﹤0.01% 1034
2019
Q4 		$48K Sell
2,850
-500
-15% -$8.39K ﹤0.01% 981
2019
Q3 		$55K Sell
3,350
-400
-11% -$6.42K ﹤0.01% 897
2019
Q2 		$66K Hold
3,750
– – 0.01% 818
2019
Q1 		$72K Hold
3,750
– – 0.01% 764
2018
Q4 		$63K Buy
3,750
+500
+15% +$9.2K 0.01% 773
2018
Q3 		$78K Hold
3,250
– – 0.01% 745
2018
Q2 		$81K Sell
3,250
-100
-3% -$2.48K 0.01% 736
2018
Q1 		$69K Hold
3,350
– – 0.01% 767
2017
Q4 		$71K Hold
3,350
– – 0.01% 728
2017
Q3 		$65K Hold
3,350
– – 0.01% 705
2017
Q2 		$61K Hold
3,350
– – 0.01% 668
2017
Q1 		$55K Hold
3,350
– – 0.01% 654
2016
Q4 		$46K Sell
3,350
-200
-6% -$2.96K 0.01% 628
2016
Q3 		$56K Sell
3,550
-1,500
-30% -$19K 0.01% 520
2016
Q2 		$52K Buy
5,050
+1,500
+42% +$17.9K 0.01% 505
2016
Q1 		$44K Buy
3,550
+2,550
+255% +$28.9K 0.01% 528
2015
Q4 		$14K Sell
1,000
-500
-33% -$6.56K ﹤0.01% 766
2015
Q3 		$19K Buy
1,500
+500
+50% +$7.45K ﹤0.01% 728
2015
Q2 		$19K Buy
+1,000
New +$17.6K ﹤0.01% 789

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
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Benjamin F. Edwards & Company's BOX Position: Q2 2021 in Review

Benjamin F. Edwards & Company sold out of Box (BOX) in Q2 2021, closing a stake of 6,883 shares — an estimated $158K sold.

Benjamin F. Edwards & Company first reported a position in BOX in Q2 2015 and held it in 24 quarters. The position peaked at $158K in Q1 2021. 281 funds tracked by Wall St. Rank hold BOX as of Q2 2021.

  • Benjamin F. Edwards & Company reported no remaining Box position as of Q2 2021 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 6,883 Box shares in Q2 2021, an estimated $158K.
  • Benjamin F. Edwards & Company first reported a position in Box in Q2 2015 and held it in 24 quarters.
  • Benjamin F. Edwards & Company's Box position peaked at $158K in Q1 2021.
  • 281 funds tracked by Wall St. Rank held Box as of Q2 2021.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2021, filed 11 Aug 2021.