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Cornerstone Advisory’s Box BOX Stock Holding History

Cornerstone 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
2022
Q1 		– Sell
-5
Closed – – 276
2021
Q4 		$0 Buy
+5
New +$129 ﹤0.01% 800

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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 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 $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
FCM
Freshford Capital Management Rye Brook, New York $292M AUM 48.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cornerstone Advisory's BOX Position: Q1 2022 in Review

Cornerstone Advisory sold out of Box (BOX) in Q1 2022, closing a stake of 5 shares.

Cornerstone Advisory first reported a position in BOX in Q4 2021 and held it in 1 quarter. The position peaked at $0 in Q4 2021. 321 funds tracked by Wall St. Rank hold BOX as of Q1 2022.

  • Cornerstone Advisory reported no remaining Box position as of Q1 2022 after selling out during the quarter.
  • Cornerstone Advisory sold 5 Box shares in Q1 2022.
  • Cornerstone Advisory first reported a position in Box in Q4 2021 and held it in 1 quarter.
  • Cornerstone Advisory's Box position peaked at $0 in Q4 2021.
  • 321 funds tracked by Wall St. Rank held Box as of Q1 2022.

Based on Cornerstone Advisory's 13F filing for Q1 2022, filed 20 May 2022.