JPLA
BOX icon

Joseph P. Lucia & Associates’s Box BOX Stock Holding History

Joseph P. Lucia & Associates’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
-100
Closed -$2K – 124
2020
Q2 		$2K Hold
100
– – ﹤0.01% 426
2020
Q1 		$1K Hold
100
– – ﹤0.01% 412
2019
Q4 		$2K Hold
100
– – ﹤0.01% 403
2019
Q3 		$2K Sell
100
-300
-75% -$4.81K ﹤0.01% 409
2019
Q2 		$7K Hold
400
– – 0.01% 335
2019
Q1 		$7.8K Buy
+400
New +$8.29K 0.01% 241

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Joseph P. Lucia & Associates's BOX Position: Q3 2020 in Review

Joseph P. Lucia & Associates sold out of Box (BOX) in Q3 2020, closing a stake of 100 shares — an estimated $2K sold.

Joseph P. Lucia & Associates first reported a position in BOX in Q1 2019 and held it in 6 quarters. The position peaked at $7.8K in Q1 2019. 294 funds tracked by Wall St. Rank hold BOX as of Q3 2020.

  • Joseph P. Lucia & Associates reported no remaining Box position as of Q3 2020 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 100 Box shares in Q3 2020, an estimated $2K.
  • Joseph P. Lucia & Associates first reported a position in Box in Q1 2019 and held it in 6 quarters.
  • Joseph P. Lucia & Associates's Box position peaked at $7.8K in Q1 2019.
  • 294 funds tracked by Wall St. Rank held Box as of Q3 2020.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2020, filed 20 Oct 2020.