Cathie Wood
BOX icon

Cathie Wood’s Box BOX Stock Holding History

Cathie Wood’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
Q2 		– Sell
-241,263
Closed -$4.96M – 203
2018
Q1 		$4.96M Buy
241,263
+109,452
+83% +$2.36M 0.25% 59
2017
Q4 		$2.78M Buy
131,811
+80,373
+156% +$1.7M 0.22% 69
2017
Q3 		$994K Buy
51,438
+25,673
+100% +$482K 0.12% 87
2017
Q2 		$470K Buy
25,765
+13,685
+113% +$247K 0.09% 83
2017
Q1 		$197K Buy
12,080
+245
+2% +$4.14K 0.06% 86
2016
Q4 		$164K Buy
+11,835
New +$175K 0.06% 83

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
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SI
SQN Investors Menlo Park, California $12.8M AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cathie Wood's BOX Position: Q2 2018 in Review

Cathie Wood sold out of Box (BOX) in Q2 2018, closing a stake of 241,263 shares — an estimated $4.96M sold.

Cathie Wood first reported a position in BOX in Q4 2016 and held it in 6 quarters. The position peaked at $4.96M in Q1 2018. 271 funds tracked by Wall St. Rank hold BOX as of Q2 2018.

  • Cathie Wood reported no remaining Box position as of Q2 2018 after selling out during the quarter.
  • Cathie Wood sold 241,263 Box shares in Q2 2018, an estimated $4.96M.
  • Cathie Wood first reported a position in Box in Q4 2016 and held it in 6 quarters.
  • Cathie Wood's Box position peaked at $4.96M in Q1 2018.
  • 271 funds tracked by Wall St. Rank held Box as of Q2 2018.

Based on ARK Investment Management's 13F filing for Q2 2018, filed 7 Aug 2018.