Brandywine Oak Private Wealth’s Box BOX Stock Holding History

Brandywine Oak Private Wealth’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 Q1	–	Sell	-5,991	Closed	-$103K	–	269
2018 Q4	$103K	Buy	+5,991	New	+$110K	0.02%	269

Other funds holding BOX

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

BlackRock New York $5.72T 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 Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SQN Investors Menlo Park, California $12.8M AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Brandywine Oak Private Wealth's BOX Position: Q1 2019 in Review

Brandywine Oak Private Wealth sold out of Box (BOX) in Q1 2019, closing a stake of 5,991 shares — an estimated $103K sold.

Brandywine Oak Private Wealth first reported a position in BOX in Q4 2018 and held it in 1 quarter. The position peaked at $103K in Q4 2018. 270 funds tracked by Wall St. Rank hold BOX as of Q1 2019.

Brandywine Oak Private Wealth reported no remaining Box position as of Q1 2019 after selling out during the quarter.
Brandywine Oak Private Wealth sold 5,991 Box shares in Q1 2019, an estimated $103K.
Brandywine Oak Private Wealth first reported a position in Box in Q4 2018 and held it in 1 quarter.
Brandywine Oak Private Wealth's Box position peaked at $103K in Q4 2018.
270 funds tracked by Wall St. Rank held Box as of Q1 2019.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2019, filed 9 May 2019.