MPS Loria Financial Planners’s Box BOX Stock Holding History

MPS Loria Financial Planners’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
2021 Q2	–	Sell	-1,252	Closed	-$28K	–	160
2021 Q1	$28K	Hold	1,252	–	–	0.01%	209
2020 Q4	$22K	Hold	1,252	–	–	0.01%	228
2020 Q3	$22K	Hold	1,252	–	–	0.01%	188
2020 Q2	$26K	Buy	+1,252	New	+$22K	0.01%	179
2017 Q3	–	Sell	-1,300	Closed	-$24K	–	114
2017 Q2	$24K	Buy	+1,300	New	+$23.4K	0.02%	214

Other funds holding BOX

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

MPS Loria Financial Planners's BOX Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Box (BOX) in Q2 2021, closing a stake of 1,252 shares — an estimated $28K sold.

MPS Loria Financial Planners first reported a position in BOX in Q2 2017 and held it in 5 quarters. The position peaked at $28K in Q1 2021. 281 funds tracked by Wall St. Rank hold BOX as of Q2 2021.

MPS Loria Financial Planners reported no remaining Box position as of Q2 2021 after selling out during the quarter.
MPS Loria Financial Planners sold 1,252 Box shares in Q2 2021, an estimated $28K.
MPS Loria Financial Planners first reported a position in Box in Q2 2017 and held it in 5 quarters.
MPS Loria Financial Planners's Box position peaked at $28K in Q1 2021.
281 funds tracked by Wall St. Rank held Box as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.