GKWIM
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Gerber Kawasaki Wealth & Investment Management’s Box BOX Stock Holding History

Gerber Kawasaki Wealth & Investment 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
Q4 		– Sell
-1,000
Closed -$23K – 394
2021
Q3 		$23K Buy
+1,000
New +$24.6K ﹤0.01% 469

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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
FCM
Freshford Capital Management Rye Brook, New York $200M AUM 31.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's BOX Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Box (BOX) in Q4 2021, closing a stake of 1,000 shares — an estimated $23K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in BOX in Q3 2021 and held it in 1 quarter. The position peaked at $23K in Q3 2021. 312 funds tracked by Wall St. Rank hold BOX as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Box position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 1,000 Box shares in Q4 2021, an estimated $23K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Box in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's Box position peaked at $23K in Q3 2021.
  • 312 funds tracked by Wall St. Rank held Box as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.