Halpern Financial’s Box BOX Stock Holding History

Halpern Financial’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 Q1	–	Sell	-45	Closed	-$812	–	258
2020 Q4	$812	Hold	45	–	–	﹤0.01%	189
2020 Q3	$781	Hold	45	–	–	﹤0.01%	188
2020 Q2	$934	Hold	45	–	–	﹤0.01%	163
2020 Q1	$632	Hold	45	–	–	﹤0.01%	147
2019 Q4	$755	Buy	+45	New	+$755	﹤0.01%	173

Other funds holding BOX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return

RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sunriver Management Greenwich, Connecticut $637M AUM 2.87% 1-Year Est. Return

Halpern Financial's BOX Position: Q1 2021 in Review

Halpern Financial sold out of Box (BOX) in Q1 2021, closing a stake of 45 shares — an estimated $812 sold.

Halpern Financial first reported a position in BOX in Q4 2019 and held it in 5 quarters. The position peaked at $934 in Q2 2020. 304 funds tracked by Wall St. Rank hold BOX as of Q1 2021.

Halpern Financial reported no remaining Box position as of Q1 2021 after selling out during the quarter.
Halpern Financial sold 45 Box shares in Q1 2021, an estimated $812.
Halpern Financial first reported a position in Box in Q4 2019 and held it in 5 quarters.
Halpern Financial's Box position peaked at $934 in Q2 2020.
304 funds tracked by Wall St. Rank held Box as of Q1 2021.

Based on Halpern Financial's 13F filing for Q1 2021, filed 21 Sep 2023.