GI
BOX icon

Gradient Investments’s Box BOX Stock Holding History

Gradient Investments’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
Q1 		– Sell
-200
Closed -$3K – 1099
2019
Q4 		$3K Hold
200
– – ﹤0.01% 876
2019
Q3 		$3K Buy
200
+126
+170% +$2.02K ﹤0.01% 858
2019
Q2 		$1K Hold
74
– – ﹤0.01% 927
2019
Q1 		$1K Sell
74
-40,803
-100% -$845K ﹤0.01% 779
2018
Q4 		$690K Sell
40,877
-3,224
-7% -$59.3K 0.04% 157
2018
Q3 		$1.05M Buy
+44,101
New +$1.11M 0.05% 156
2016
Q2 		– Sell
-28,954
Closed -$355K – 714
2016
Q1 		$355K Buy
+28,954
New +$329K 0.04% 128

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
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Gradient Investments's BOX Position: Q1 2020 in Review

Gradient Investments sold out of Box (BOX) in Q1 2020, closing a stake of 200 shares — an estimated $3K sold.

Gradient Investments first reported a position in BOX in Q1 2016 and held it in 7 quarters. The position peaked at $1.05M in Q3 2018. 252 funds tracked by Wall St. Rank hold BOX as of Q1 2020.

  • Gradient Investments reported no remaining Box position as of Q1 2020 after selling out during the quarter.
  • Gradient Investments sold 200 Box shares in Q1 2020, an estimated $3K.
  • Gradient Investments first reported a position in Box in Q1 2016 and held it in 7 quarters.
  • Gradient Investments's Box position peaked at $1.05M in Q3 2018.
  • 252 funds tracked by Wall St. Rank held Box as of Q1 2020.

Based on Gradient Investments's 13F filing for Q1 2020, filed 7 Apr 2020.