Paces Ferry Wealth Advisors’s Box BOX Stock Holding History

Paces Ferry Wealth 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
2020 Q4	–	Sell	-4,229	Closed	-$73K	–	247
2020 Q3	$73K	Buy	+4,229	New	+$78.1K	0.06%	188

Other funds holding BOX

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Paces Ferry Wealth Advisors's BOX Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of Box (BOX) in Q4 2020, closing a stake of 4,229 shares — an estimated $73K sold.

Paces Ferry Wealth Advisors first reported a position in BOX in Q3 2020 and held it in 1 quarter. The position peaked at $73K in Q3 2020. 289 funds tracked by Wall St. Rank hold BOX as of Q4 2020.

Paces Ferry Wealth Advisors reported no remaining Box position as of Q4 2020 after selling out during the quarter.
Paces Ferry Wealth Advisors sold 4,229 Box shares in Q4 2020, an estimated $73K.
Paces Ferry Wealth Advisors first reported a position in Box in Q3 2020 and held it in 1 quarter.
Paces Ferry Wealth Advisors's Box position peaked at $73K in Q3 2020.
289 funds tracked by Wall St. Rank held Box as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.