FWM
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Frontier Wealth Management’s Box BOX Stock Holding History

Frontier 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
2021
Q3 		– Sell
-37,200
Closed -$950K – 425
2021
Q2 		$950K Sell
37,200
-1,640
-4% -$38.2K 0.07% 188
2021
Q1 		$892K Sell
38,840
-300
-0.8% -$5.84K 0.07% 180
2020
Q4 		$706K Sell
39,140
-200
-0.5% -$3.48K 0.06% 192
2020
Q3 		$683K Sell
39,340
-180
-0.5% -$3.32K 0.06% 183
2020
Q2 		$820K Sell
39,520
-970
-2% -$17K 0.08% 161
2020
Q1 		$568K Buy
40,490
+11,230
+38% +$167K 0.09% 169
2019
Q4 		$491K Sell
29,260
-57,230
-66% -$960K 0.08% 185
2019
Q3 		$1.43M Buy
86,490
+38,550
+80% +$619K 0.21% 101
2019
Q2 		$844K Sell
47,940
-5,650
-11% -$108K 0.12% 133
2019
Q1 		$1.03M Buy
53,590
+36,600
+215% +$758K 0.14% 147
2018
Q4 		$287K Buy
+16,990
New +$313K 0.04% 265

Other funds holding BOX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FCM
Freshford Capital Management Rye Brook, New York $200M AUM 31.49% 1-Year Est. Return