JMPWA
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JP Morgan Private Wealth Advisors’s Box BOX Stock Holding History

JP Morgan Private Wealth 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
2019
Q3 		– Sell
-49,555
Closed -$873K – 1432
2019
Q2 		$873K Sell
49,555
-1,351
-3% -$25.8K ﹤0.01% 792
2019
Q1 		$983K Buy
50,906
+1,500
+3% +$31.1K 0.01% 803
2018
Q4 		$834K Buy
49,406
+2,000
+4% +$36.8K 0.01% 813
2018
Q3 		$1.13M Buy
47,406
+1,000
+2% +$25.2K 0.01% 786
2018
Q2 		$1.16M Buy
+46,406
New +$1.15M 0.01% 727

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
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 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
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
DCM
Dorsal Capital Management Redwood City, California $2.82B AUM 7.73% 1-Year Est. Return

JP Morgan Private Wealth Advisors's BOX Position: Q3 2019 in Review

JP Morgan Private Wealth Advisors sold out of Box (BOX) in Q3 2019, closing a stake of 49,555 shares — an estimated $873K sold.

JP Morgan Private Wealth Advisors first reported a position in BOX in Q2 2018 and held it in 5 quarters. The position peaked at $1.16M in Q2 2018. 251 funds tracked by Wall St. Rank hold BOX as of Q3 2019.

  • JP Morgan Private Wealth Advisors reported no remaining Box position as of Q3 2019 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 49,555 Box shares in Q3 2019, an estimated $873K.
  • JP Morgan Private Wealth Advisors first reported a position in Box in Q2 2018 and held it in 5 quarters.
  • JP Morgan Private Wealth Advisors's Box position peaked at $1.16M in Q2 2018.
  • 251 funds tracked by Wall St. Rank held Box as of Q3 2019.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2019, filed 8 Nov 2019.