Credential Qtrade Securities’s Box BOX Stock Holding History

Credential Qtrade Securities’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 Q2	–	Sell	-6,608	Closed	-$152K	–	365
2021 Q1	$152K	Buy	6,608 +732	+12%	+$14.3K	0.01%	231
2020 Q4	$106K	Buy	+5,876	New	+$102K	0.01%	224

Other funds holding BOX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Credential Qtrade Securities's BOX Position: Q2 2021 in Review

Credential Qtrade Securities sold out of Box (BOX) in Q2 2021, closing a stake of 6,608 shares — an estimated $152K sold.

Credential Qtrade Securities first reported a position in BOX in Q4 2020 and held it in 2 quarters. The position peaked at $152K in Q1 2021. 280 funds tracked by Wall St. Rank hold BOX as of Q2 2021.

Credential Qtrade Securities reported no remaining Box position as of Q2 2021 after selling out during the quarter.
Credential Qtrade Securities sold 6,608 Box shares in Q2 2021, an estimated $152K.
Credential Qtrade Securities first reported a position in Box in Q4 2020 and held it in 2 quarters.
Credential Qtrade Securities's Box position peaked at $152K in Q1 2021.
280 funds tracked by Wall St. Rank held Box as of Q2 2021.

Based on Credential Qtrade Securities's 13F filing for Q2 2021, filed 21 Jul 2025.