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Independent Financial Group’s Box BOX Stock Holding History

Independent Financial Group’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
-10,062
Closed -$182K – 645
2020
Q4 		$182K Hold
10,062
– – 0.03% 528
2020
Q3 		$175K Hold
10,062
– – 0.03% 466
2020
Q2 		$209K Sell
10,062
-150
-1% -$2.63K 0.05% 406
2020
Q1 		$143K Buy
+10,212
New +$152K 0.04% 360

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
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SM
Sunriver Management Greenwich, Connecticut $637M AUM 2.87% 1-Year Est. Return

Independent Financial Group's BOX Position: Q1 2021 in Review

Independent Financial Group sold out of Box (BOX) in Q1 2021, closing a stake of 10,062 shares — an estimated $182K sold.

Independent Financial Group first reported a position in BOX in Q1 2020 and held it in 4 quarters. The position peaked at $209K in Q2 2020. 304 funds tracked by Wall St. Rank hold BOX as of Q1 2021.

  • Independent Financial Group reported no remaining Box position as of Q1 2021 after selling out during the quarter.
  • Independent Financial Group sold 10,062 Box shares in Q1 2021, an estimated $182K.
  • Independent Financial Group first reported a position in Box in Q1 2020 and held it in 4 quarters.
  • Independent Financial Group's Box position peaked at $209K in Q2 2020.
  • 304 funds tracked by Wall St. Rank held Box as of Q1 2021.

Based on Independent Financial Group's 13F filing for Q1 2021, filed 15 Jun 2026.