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	–	872
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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

Fidelity International

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

First Trust Advisors

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

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

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Freshford Capital Management Rye Brook, New York $200M AUM 31.49% 1-Year Est. Return