IndexIQ Advisors’s Box BOX Stock Holding History

IndexIQ 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
2022 Q1	$406K	Buy	+13,957	New	+$367K	0.01%	586
2021 Q1	–	Sell	-14,918	Closed	-$269K	–	1151
2020 Q4	$269K	Buy	14,918 +1,540	+12%	+$26.8K	0.01%	750
2020 Q3	$232K	Buy	13,378 +727	+6%	+$13.4K	0.01%	535
2020 Q2	$263K	Sell	12,651 -712	-5%	-$12.5K	0.01%	384
2020 Q1	$188K	Buy	+13,363	New	+$199K	0.01%	474

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

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 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

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

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

FCM

Freshford Capital Management Rye Brook, New York $292M AUM 48.67% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

IndexIQ Advisors's BOX Position: Q1 2022 in Review

IndexIQ Advisors opened a new position in Box (BOX) in Q1 2022: 13,957 shares worth $406K. The stake represents 0.01% of the portfolio and ranks #586 among its holdings. This is a return to the name: IndexIQ Advisors previously reported a position in BOX as recently as Q4 2020.

IndexIQ Advisors first reported a position in BOX in Q1 2020 and has held it in 5 quarters since. 321 funds tracked by Wall St. Rank hold BOX as of Q1 2022.

IndexIQ Advisors held 13,957 shares of Box worth $406K as of Q1 2022.
Box was a new IndexIQ Advisors position in Q1 2022.
Box made up 0.01% of IndexIQ Advisors's portfolio in Q1 2022, its #586 holding.
IndexIQ Advisors first reported a position in Box in Q1 2020 and has held it in 5 quarters since.
321 funds tracked by Wall St. Rank held Box as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.