FANJ
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Financial Architects (New Jersey)’s Box BOX Stock Holding History

Financial Architects (New Jersey)’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
-100
Closed -$2K – 1215
2019
Q1 		$2K Hold
100
– – ﹤0.01% 1319
2018
Q4 		$2K Hold
100
– – ﹤0.01% 1220
2018
Q3 		$2K Hold
100
– – ﹤0.01% 1322
2018
Q2 		$2K Buy
+100
New +$2.48K ﹤0.01% 1203
2016
Q4 		– Sell
-750
Closed -$12K – 1396
2016
Q3 		$12K Hold
750
– – ﹤0.01% 957
2016
Q2 		$8K Buy
+750
New +$8.97K ﹤0.01% 1015

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
RC
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
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Financial Architects (New Jersey)'s BOX Position: Q2 2019 in Review

Financial Architects (New Jersey) sold out of Box (BOX) in Q2 2019, closing a stake of 100 shares — an estimated $2K sold.

Financial Architects (New Jersey) first reported a position in BOX in Q2 2016 and held it in 6 quarters. The position peaked at $12K in Q3 2016. 258 funds tracked by Wall St. Rank hold BOX as of Q2 2019.

  • Financial Architects (New Jersey) reported no remaining Box position as of Q2 2019 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 100 Box shares in Q2 2019, an estimated $2K.
  • Financial Architects (New Jersey) first reported a position in Box in Q2 2016 and held it in 6 quarters.
  • Financial Architects (New Jersey)'s Box position peaked at $12K in Q3 2016.
  • 258 funds tracked by Wall St. Rank held Box as of Q2 2019.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2019, filed 14 Aug 2019.