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IFS Advisors’s Box BOX Stock Holding History

IFS 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
2021
Q1 		– Sell
-300
Closed -$5K – 40
2020
Q4 		$5K Buy
+300
New +$5.22K ﹤0.01% 124

Other funds holding BOX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SM
Sunriver Management Greenwich, Connecticut $591M AUM 2.74% 1-Year Est. Return

IFS Advisors's BOX Position: Q1 2021 in Review

IFS Advisors sold out of Box (BOX) in Q1 2021, closing a stake of 300 shares — an estimated $5K sold.

IFS Advisors first reported a position in BOX in Q4 2020 and held it in 1 quarter. The position peaked at $5K in Q4 2020. 303 funds tracked by Wall St. Rank hold BOX as of Q1 2021.

  • IFS Advisors reported no remaining Box position as of Q1 2021 after selling out during the quarter.
  • IFS Advisors sold 300 Box shares in Q1 2021, an estimated $5K.
  • IFS Advisors first reported a position in Box in Q4 2020 and held it in 1 quarter.
  • IFS Advisors's Box position peaked at $5K in Q4 2020.
  • 303 funds tracked by Wall St. Rank held Box as of Q1 2021.

Based on IFS Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.