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Next Financial Group’s Box BOX Stock Holding History

Next Financial Group’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
Q1 		– Sell
-1,000
Closed -$18K – 2528
2020
Q4 		$18K Buy
+1,000
New +$17.4K ﹤0.01% 1571
2019
Q4 		– Sell
-72
Closed -$1K – 2364
2019
Q3 		$1K Hold
72
– – ﹤0.01% 2199
2019
Q2 		$1K Buy
+72
New +$1.38K ﹤0.01% 2192
2016
Q1 		– Sell
-737
Closed -$10K – 1731
2015
Q4 		$10K Buy
737
+200
+37% +$2.62K ﹤0.01% 1162
2015
Q3 		$6K Sell
537
-30
-5% -$447 ﹤0.01% 1358
2015
Q2 		$10K Hold
567
– – ﹤0.01% 1249
2015
Q1 		$11K Buy
+567
New +$10.7K ﹤0.01% 1192

Other funds holding BOX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 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 $140B AUM 27.84% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SM
Sunriver Management Greenwich, Connecticut $591M AUM 2.74% 1-Year Est. Return