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
-800
Closed -$15K – 1214
2019
Q1 		$15K Buy
+800
New +$16.6K ﹤0.01% 977

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
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $2.57B AUM 3.13% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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.