Cahill Financial Advisors’s Box BOX Stock Holding History

Cahill Financial 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	-163	Closed	-$4K	–	298
2021 Q3	$4K	Buy	+163	New	+$4K	﹤0.01%	704

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

Cahill Financial Advisors's BOX Position: Q4 2021 in Review

Cahill Financial Advisors sold out of Box (BOX) in Q4 2021, closing a stake of 163 shares — an estimated $4K sold.

Cahill Financial Advisors first reported a position in BOX in Q3 2021 and held it in 1 quarter. The position peaked at $4K in Q3 2021. 313 funds tracked by Wall St. Rank hold BOX as of Q4 2021.

Cahill Financial Advisors reported no remaining Box position as of Q4 2021 after selling out during the quarter.
Cahill Financial Advisors sold 163 Box shares in Q4 2021, an estimated $4K.
Cahill Financial Advisors first reported a position in Box in Q3 2021 and held it in 1 quarter.
Cahill Financial Advisors's Box position peaked at $4K in Q3 2021.
313 funds tracked by Wall St. Rank held Box as of Q4 2021.

Based on Cahill Financial Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.