Orion Portfolio Solutions’s Box BOX Stock Holding History

Orion Portfolio Solutions’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
2020 Q1	–	Sell	-107	Closed	-$2K	–	1923
2019 Q4	$2K	Buy	+107	New	+$1.79K	﹤0.01%	1483

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

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

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

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

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

BCM

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Orion Portfolio Solutions's BOX Position: Q1 2020 in Review

Orion Portfolio Solutions sold out of Box (BOX) in Q1 2020, closing a stake of 107 shares — an estimated $2K sold.

Orion Portfolio Solutions first reported a position in BOX in Q4 2019 and held it in 1 quarter. The position peaked at $2K in Q4 2019. 252 funds tracked by Wall St. Rank hold BOX as of Q1 2020.

Orion Portfolio Solutions reported no remaining Box position as of Q1 2020 after selling out during the quarter.
Orion Portfolio Solutions sold 107 Box shares in Q1 2020, an estimated $2K.
Orion Portfolio Solutions first reported a position in Box in Q4 2019 and held it in 1 quarter.
Orion Portfolio Solutions's Box position peaked at $2K in Q4 2019.
252 funds tracked by Wall St. Rank held Box as of Q1 2020.

Based on Orion Portfolio Solutions's 13F filing for Q1 2020, filed 15 May 2020.