Legacy Financial Advisors’s Box BOX Stock Holding History

Legacy Financial 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 Q2	–	Sell	-328	Closed	-$6K	–	223
2019 Q1	$6K	Buy	+328	New	+$6.79K	﹤0.01%	724

Other funds holding BOX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BCM

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return

DCM

Dorsal Capital Management Redwood City, California $2.57B AUM 3.13% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Legacy Financial Advisors's BOX Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Box (BOX) in Q2 2019, closing a stake of 328 shares — an estimated $6K sold.

Legacy Financial Advisors first reported a position in BOX in Q1 2019 and held it in 1 quarter. The position peaked at $6K in Q1 2019. 258 funds tracked by Wall St. Rank hold BOX as of Q2 2019.

Legacy Financial Advisors reported no remaining Box position as of Q2 2019 after selling out during the quarter.
Legacy Financial Advisors sold 328 Box shares in Q2 2019, an estimated $6K.
Legacy Financial Advisors first reported a position in Box in Q1 2019 and held it in 1 quarter.
Legacy Financial Advisors's Box position peaked at $6K in Q1 2019.
258 funds tracked by Wall St. Rank held Box as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.