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 – 715
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 $5.7T AUM 30.48% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $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