LWM
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Lyell Wealth Management’s Box BOX Stock Holding History

Lyell Wealth Management’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
Q1 		– Sell
-10,480
Closed -$177K – 121
2018
Q4 		$177K Buy
+10,480
New +$193K 0.07% 105
2018
Q1 		– Sell
-12,173
Closed -$257K – 109
2017
Q4 		$257K Hold
12,173
– – 0.1% 96
2017
Q3 		$235K Sell
12,173
-10,442
-46% -$196K 0.1% 99
2017
Q2 		$412K Sell
22,615
-10,000
-31% -$180K 0.2% 79
2017
Q1 		$532K Buy
32,615
+3,283
+11% +$55.5K 0.29% 73
2016
Q4 		$407K Buy
+29,332
New +$434K 0.25% 76

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
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 Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SI
SQN Investors Menlo Park, California $12.8M AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lyell Wealth Management's BOX Position: Q1 2019 in Review

Lyell Wealth Management sold out of Box (BOX) in Q1 2019, closing a stake of 10,480 shares — an estimated $177K sold.

Lyell Wealth Management first reported a position in BOX in Q4 2016 and held it in 6 quarters. The position peaked at $532K in Q1 2017. 270 funds tracked by Wall St. Rank hold BOX as of Q1 2019.

  • Lyell Wealth Management reported no remaining Box position as of Q1 2019 after selling out during the quarter.
  • Lyell Wealth Management sold 10,480 Box shares in Q1 2019, an estimated $177K.
  • Lyell Wealth Management first reported a position in Box in Q4 2016 and held it in 6 quarters.
  • Lyell Wealth Management's Box position peaked at $532K in Q1 2017.
  • 270 funds tracked by Wall St. Rank held Box as of Q1 2019.

Based on Lyell Wealth Management's 13F filing for Q1 2019, filed 6 May 2019.