Huber Financial Advisors’s Box BOX Stock Holding History

Huber Financial Advisors’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	$666K	Hold	47,470	–	–	0.25%	48
2019 Q4	$797K	Hold	47,470	–	–	0.28%	50
2019 Q3	$786K	Hold	47,470	–	–	0.31%	42
2019 Q2	$836K	Hold	47,470	–	–	0.36%	40
2019 Q1	$917K	Hold	47,470	–	–	0.45%	34
2018 Q4	$801K	Buy	47,470 +8,190	+21%	+$151K	0.44%	33
2018 Q3	$939K	Hold	39,280	–	–	0.72%	28
2018 Q2	$981K	Hold	39,280	–	–	0.89%	21
2018 Q1	$807K	Buy	+39,280	New	+$845K	0.79%	25

Other funds holding BOX

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Huber Financial Advisors's BOX Position: Q1 2020 in Review

Huber Financial Advisors held its Box (BOX) position steady in Q1 2020 at 47,470 shares worth $666K. The position accounts for 0.25% of the portfolio, ranked #48.

Huber Financial Advisors first reported a position in BOX in Q1 2018 and has held it in 9 quarters since. The position peaked at $981K in Q2 2018. 252 funds tracked by Wall St. Rank hold BOX as of Q1 2020.

Huber Financial Advisors held 47,470 shares of Box worth $666K as of Q1 2020.
Huber Financial Advisors left its Box share count unchanged in Q1 2020.
Box made up 0.25% of Huber Financial Advisors's portfolio in Q1 2020, its #48 holding.
Huber Financial Advisors first reported a position in Box in Q1 2018 and has held it in 9 quarters since.
Huber Financial Advisors's Box position peaked at $981K in Q2 2018.
252 funds tracked by Wall St. Rank held Box as of Q1 2020.

Based on Huber Financial Advisors's 13F filing for Q1 2020, filed 17 Apr 2020.