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Patriot Financial Group Insurance Agency’s Box BOX Stock Holding History

Patriot Financial Group Insurance Agency’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
-250
Closed -$6K – 988
2018
Q3 		$6K Buy
+250
New +$6.29K ﹤0.01% 701

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
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 $3.37T AUM 44.26% 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

Patriot Financial Group Insurance Agency's BOX Position: Q4 2018 in Review

Patriot Financial Group Insurance Agency sold out of Box (BOX) in Q4 2018, closing a stake of 250 shares — an estimated $6K sold.

Patriot Financial Group Insurance Agency first reported a position in BOX in Q3 2018 and held it in 1 quarter. The position peaked at $6K in Q3 2018. 257 funds tracked by Wall St. Rank hold BOX as of Q4 2018.

  • Patriot Financial Group Insurance Agency reported no remaining Box position as of Q4 2018 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 250 Box shares in Q4 2018, an estimated $6K.
  • Patriot Financial Group Insurance Agency first reported a position in Box in Q3 2018 and held it in 1 quarter.
  • Patriot Financial Group Insurance Agency's Box position peaked at $6K in Q3 2018.
  • 257 funds tracked by Wall St. Rank held Box as of Q4 2018.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2018, filed 4 Feb 2019.