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Permanens Capital’s Box BOX Stock Holding History

Permanens Capital’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
-100
Closed -$3K – 50
2021
Q2 		$3K Hold
100
– – ﹤0.01% 98
2021
Q1 		$2K Hold
100
– – ﹤0.01% 119
2020
Q4 		$2K Hold
100
– – ﹤0.01% 118
2020
Q3 		$2K Hold
100
– – ﹤0.01% 108
2020
Q2 		$2K Hold
100
– – ﹤0.01% 103
2020
Q1 		$1K Buy
+100
New +$1.49K ﹤0.01% 106

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

Permanens Capital's BOX Position: Q3 2021 in Review

Permanens Capital sold out of Box (BOX) in Q3 2021, closing a stake of 100 shares — an estimated $3K sold.

Permanens Capital first reported a position in BOX in Q1 2020 and held it in 6 quarters. The position peaked at $3K in Q2 2021. 274 funds tracked by Wall St. Rank hold BOX as of Q3 2021.

  • Permanens Capital reported no remaining Box position as of Q3 2021 after selling out during the quarter.
  • Permanens Capital sold 100 Box shares in Q3 2021, an estimated $3K.
  • Permanens Capital first reported a position in Box in Q1 2020 and held it in 6 quarters.
  • Permanens Capital's Box position peaked at $3K in Q2 2021.
  • 274 funds tracked by Wall St. Rank held Box as of Q3 2021.

Based on Permanens Capital's 13F filing for Q3 2021, filed 12 Nov 2021.