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Optimum Investment Advisors’s Box BOX Stock Holding History

Optimum 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
2021
Q3 		– Sell
-1,000
Closed -$26K – 834
2021
Q2 		$26K Hold
1,000
– – 0.01% 620
2021
Q1 		$23K Buy
+1,000
New +$19.5K 0.01% 642
2020
Q2 		– Sell
-1,000
Closed -$14K – 870
2020
Q1 		$14K Hold
1,000
– – 0.01% 636
2019
Q4 		$17K Hold
1,000
– – 0.01% 697
2019
Q3 		$17K Hold
1,000
– – 0.01% 703
2019
Q2 		$18K Hold
1,000
– – 0.01% 695
2019
Q1 		$19K Hold
1,000
– – 0.01% 695
2018
Q4 		$17K Hold
1,000
– – 0.01% 675
2018
Q3 		$24K Hold
1,000
– – 0.01% 687
2018
Q2 		$25K Buy
+1,000
New +$24.8K 0.01% 682

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
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
FCM
Freshford Capital Management Rye Brook, New York $292M AUM 48.67% 1-Year Est. Return

Optimum Investment Advisors's BOX Position: Q3 2021 in Review

Optimum Investment Advisors sold out of Box (BOX) in Q3 2021, closing a stake of 1,000 shares — an estimated $26K sold.

Optimum Investment Advisors first reported a position in BOX in Q2 2018 and held it in 10 quarters. The position peaked at $26K in Q2 2021. 274 funds tracked by Wall St. Rank hold BOX as of Q3 2021.

  • Optimum Investment Advisors reported no remaining Box position as of Q3 2021 after selling out during the quarter.
  • Optimum Investment Advisors sold 1,000 Box shares in Q3 2021, an estimated $26K.
  • Optimum Investment Advisors first reported a position in Box in Q2 2018 and held it in 10 quarters.
  • Optimum Investment Advisors's Box position peaked at $26K in Q2 2021.
  • 274 funds tracked by Wall St. Rank held Box as of Q3 2021.

Based on Optimum Investment Advisors's 13F filing for Q3 2021, filed 12 Oct 2021.