J.W. Cole Advisors’s Box BOX Stock Holding History

J.W. Cole 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 Q3	–	Sell	-11,616	Closed	-$241K	–	768
2020 Q2	$241K	Buy	+11,616	New	+$204K	0.04%	273

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

J.W. Cole Advisors's BOX Position: Q3 2020 in Review

J.W. Cole Advisors sold out of Box (BOX) in Q3 2020, closing a stake of 11,616 shares — an estimated $241K sold.

J.W. Cole Advisors first reported a position in BOX in Q2 2020 and held it in 1 quarter. The position peaked at $241K in Q2 2020. 294 funds tracked by Wall St. Rank hold BOX as of Q3 2020.

J.W. Cole Advisors reported no remaining Box position as of Q3 2020 after selling out during the quarter.
J.W. Cole Advisors sold 11,616 Box shares in Q3 2020, an estimated $241K.
J.W. Cole Advisors first reported a position in Box in Q2 2020 and held it in 1 quarter.
J.W. Cole Advisors's Box position peaked at $241K in Q2 2020.
294 funds tracked by Wall St. Rank held Box as of Q3 2020.

Based on J.W. Cole Advisors's 13F filing for Q3 2020, filed 5 Nov 2020.