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Prospera Financial Services’s Box BOX Stock Holding History

Prospera Financial Services’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
2022
Q2 		– Sell
-253
Closed -$7K – 1731
2022
Q1 		$7K Buy
+253
New +$6.66K ﹤0.01% 2154
2018
Q3 		– Sell
-9,665
Closed -$250K – 413
2018
Q2 		$250K Buy
+9,665
New +$240K 0.03% 390

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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Prospera Financial Services's BOX Position: Q2 2022 in Review

Prospera Financial Services sold out of Box (BOX) in Q2 2022, closing a stake of 253 shares — an estimated $7K sold.

Prospera Financial Services first reported a position in BOX in Q2 2018 and held it in 2 quarters. The position peaked at $250K in Q2 2018. 326 funds tracked by Wall St. Rank hold BOX as of Q2 2022.

  • Prospera Financial Services reported no remaining Box position as of Q2 2022 after selling out during the quarter.
  • Prospera Financial Services sold 253 Box shares in Q2 2022, an estimated $7K.
  • Prospera Financial Services first reported a position in Box in Q2 2018 and held it in 2 quarters.
  • Prospera Financial Services's Box position peaked at $250K in Q2 2018.
  • 326 funds tracked by Wall St. Rank held Box as of Q2 2022.

Based on Prospera Financial Services's 13F filing for Q2 2022, filed 8 Aug 2022.