MSFP
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Mark Sheptoff Financial Planning’s Box BOX Stock Holding History

Mark Sheptoff Financial Planning’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
-3,600
Closed -$75K – 331
2020
Q2 		$75K Buy
+3,600
New +$63.2K 0.05% 129

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

Mark Sheptoff Financial Planning's BOX Position: Q3 2020 in Review

Mark Sheptoff Financial Planning sold out of Box (BOX) in Q3 2020, closing a stake of 3,600 shares — an estimated $75K sold.

Mark Sheptoff Financial Planning first reported a position in BOX in Q2 2020 and held it in 1 quarter. The position peaked at $75K in Q2 2020. 294 funds tracked by Wall St. Rank hold BOX as of Q3 2020.

  • Mark Sheptoff Financial Planning reported no remaining Box position as of Q3 2020 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 3,600 Box shares in Q3 2020, an estimated $75K.
  • Mark Sheptoff Financial Planning first reported a position in Box in Q2 2020 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's Box position peaked at $75K in Q2 2020.
  • 294 funds tracked by Wall St. Rank held Box as of Q3 2020.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2020, filed 12 Nov 2020.