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CSat Investment Advisory’s Box BOX Stock Holding History

CSat 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
-2,233
Closed -$39K – 581
2020
Q3 		$39K Buy
2,233
+248
+12% +$4.58K ﹤0.01% 702
2020
Q2 		$41K Hold
1,985
– – 0.01% 700
2020
Q1 		$28K Hold
1,985
– – 0.01% 666
2019
Q4 		$33K Hold
1,985
– – 0.01% 673
2019
Q3 		$33K Buy
1,985
+496
+33% +$7.96K 0.01% 637
2019
Q2 		$26K Buy
+1,489
New +$28.5K 0.01% 652

Other funds holding BOX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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

CSat Investment Advisory's BOX Position: Q4 2020 in Review

CSat Investment Advisory sold out of Box (BOX) in Q4 2020, closing a stake of 2,233 shares — an estimated $39K sold.

CSat Investment Advisory first reported a position in BOX in Q2 2019 and held it in 6 quarters. The position peaked at $41K in Q2 2020. 288 funds tracked by Wall St. Rank hold BOX as of Q4 2020.

  • CSat Investment Advisory reported no remaining Box position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 2,233 Box shares in Q4 2020, an estimated $39K.
  • CSat Investment Advisory first reported a position in Box in Q2 2019 and held it in 6 quarters.
  • CSat Investment Advisory's Box position peaked at $41K in Q2 2020.
  • 288 funds tracked by Wall St. Rank held Box as of Q4 2020.

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