Omnia Family Wealth’s Box BOX Stock Holding History

Omnia Family Wealth’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 Q2	–	Sell	-200	Closed	-$4K	–	154
2019 Q1	$4K	Hold	200	–	–	﹤0.01%	334
2018 Q4	$3K	Buy	+200	New	+$3.68K	﹤0.01%	324

Other funds holding BOX

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BCM

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

DCM

Dorsal Capital Management Redwood City, California $2.57B AUM 3.13% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Omnia Family Wealth's BOX Position: Q2 2019 in Review

Omnia Family Wealth sold out of Box (BOX) in Q2 2019, closing a stake of 200 shares — an estimated $4K sold.

Omnia Family Wealth first reported a position in BOX in Q4 2018 and held it in 2 quarters. The position peaked at $4K in Q1 2019. 258 funds tracked by Wall St. Rank hold BOX as of Q2 2019.

Omnia Family Wealth reported no remaining Box position as of Q2 2019 after selling out during the quarter.
Omnia Family Wealth sold 200 Box shares in Q2 2019, an estimated $4K.
Omnia Family Wealth first reported a position in Box in Q4 2018 and held it in 2 quarters.
Omnia Family Wealth's Box position peaked at $4K in Q1 2019.
258 funds tracked by Wall St. Rank held Box as of Q2 2019.

Based on Omnia Family Wealth's 13F filing for Q2 2019, filed 7 Aug 2019.