OIA
BOX icon

OneDigital Investment Advisors’s Box BOX Stock Holding History

OneDigital Investment Advisors’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
2018
Q4 		– Sell
-2,675
Closed -$64K – 1123
2018
Q3 		$64K Buy
2,675
+555
+26% +$14K 0.02% 357
2018
Q2 		$53K Buy
+2,120
New +$52.5K 0.01% 479

Other funds holding BOX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
SI
SQN Investors Menlo Park, California $12.8M AUM
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

OneDigital Investment Advisors's BOX Position: Q4 2018 in Review

OneDigital Investment Advisors sold out of Box (BOX) in Q4 2018, closing a stake of 2,675 shares — an estimated $64K sold.

OneDigital Investment Advisors first reported a position in BOX in Q2 2018 and held it in 2 quarters. The position peaked at $64K in Q3 2018. 257 funds tracked by Wall St. Rank hold BOX as of Q4 2018.

  • OneDigital Investment Advisors reported no remaining Box position as of Q4 2018 after selling out during the quarter.
  • OneDigital Investment Advisors sold 2,675 Box shares in Q4 2018, an estimated $64K.
  • OneDigital Investment Advisors first reported a position in Box in Q2 2018 and held it in 2 quarters.
  • OneDigital Investment Advisors's Box position peaked at $64K in Q3 2018.
  • 257 funds tracked by Wall St. Rank held Box as of Q4 2018.

Based on OneDigital Investment Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.