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Cary Street Partners Investment Advisory’s Box BOX Stock Holding History

Cary Street Partners Investment Advisory’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
2020
Q4 		– Sell
-1,600
Closed -$28K – 416
2020
Q3 		$28K Buy
+1,600
New +$29.5K 0.01% 586

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 $4.57B AUM 4.97% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Cary Street Partners Investment Advisory's BOX Position: Q4 2020 in Review

Cary Street Partners Investment Advisory sold out of Box (BOX) in Q4 2020, closing a stake of 1,600 shares — an estimated $28K sold.

Cary Street Partners Investment Advisory first reported a position in BOX in Q3 2020 and held it in 1 quarter. The position peaked at $28K in Q3 2020. 288 funds tracked by Wall St. Rank hold BOX as of Q4 2020.

  • Cary Street Partners Investment Advisory reported no remaining Box position as of Q4 2020 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 1,600 Box shares in Q4 2020, an estimated $28K.
  • Cary Street Partners Investment Advisory first reported a position in Box in Q3 2020 and held it in 1 quarter.
  • Cary Street Partners Investment Advisory's Box position peaked at $28K in Q3 2020.
  • 288 funds tracked by Wall St. Rank held Box as of Q4 2020.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.