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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 – 2363
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 $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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SM
Sunriver Management Greenwich, Connecticut $637M AUM 2.87% 1-Year Est. Return

Next Financial Group's BOX Position: Q1 2021 in Review

Next Financial Group sold out of Box (BOX) in Q1 2021, closing a stake of 1,000 shares — an estimated $18K sold.

Next Financial Group first reported a position in BOX in Q1 2015 and held it in 7 quarters. The position peaked at $18K in Q4 2020. 304 funds tracked by Wall St. Rank hold BOX as of Q1 2021.

  • Next Financial Group reported no remaining Box position as of Q1 2021 after selling out during the quarter.
  • Next Financial Group sold 1,000 Box shares in Q1 2021, an estimated $18K.
  • Next Financial Group first reported a position in Box in Q1 2015 and held it in 7 quarters.
  • Next Financial Group's Box position peaked at $18K in Q4 2020.
  • 304 funds tracked by Wall St. Rank held Box as of Q1 2021.

Based on Next Financial Group's 13F filing for Q1 2021, filed 16 Apr 2021.