Cornerstone Wealth Management’s Box BOX Stock Holding History

Cornerstone Wealth Management’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 Q2	–	Sell	-2,673	Closed	-$223K	–	378
2019 Q1	$223K	Buy	+2,673	New	+$55.4K	0.03%	463

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

BCM

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return

DCM

Dorsal Capital Management Redwood City, California $2.82B AUM 7.73% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Cornerstone Wealth Management's BOX Position: Q2 2019 in Review

Cornerstone Wealth Management sold out of Box (BOX) in Q2 2019, closing a stake of 2,673 shares — an estimated $223K sold.

Cornerstone Wealth Management first reported a position in BOX in Q1 2019 and held it in 1 quarter. The position peaked at $223K in Q1 2019. 258 funds tracked by Wall St. Rank hold BOX as of Q2 2019.

Cornerstone Wealth Management reported no remaining Box position as of Q2 2019 after selling out during the quarter.
Cornerstone Wealth Management sold 2,673 Box shares in Q2 2019, an estimated $223K.
Cornerstone Wealth Management first reported a position in Box in Q1 2019 and held it in 1 quarter.
Cornerstone Wealth Management's Box position peaked at $223K in Q1 2019.
258 funds tracked by Wall St. Rank held Box as of Q2 2019.

Based on Cornerstone Wealth Management's 13F filing for Q2 2019, filed 2 Aug 2019.