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RPg Family Wealth Advisory’s Box BOX Stock Holding History

RPg Family Wealth Advisory’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
2019
Q4 		– Sell
-1,750
Closed -$29K – 275
2019
Q3 		$29K Hold
1,750
– – 0.02% 198
2019
Q2 		$30.8K Hold
1,750
– – 0.02% 189
2019
Q1 		$33.8K Hold
1,750
– – 0.02% 192
2018
Q4 		$29.5K Buy
+1,750
New +$32.2K 0.03% 136

Other funds holding BOX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

RPg Family Wealth Advisory's BOX Position: Q4 2019 in Review

RPg Family Wealth Advisory sold out of Box (BOX) in Q4 2019, closing a stake of 1,750 shares — an estimated $29K sold.

RPg Family Wealth Advisory first reported a position in BOX in Q4 2018 and held it in 4 quarters. The position peaked at $33.8K in Q1 2019. 250 funds tracked by Wall St. Rank hold BOX as of Q4 2019.

  • RPg Family Wealth Advisory reported no remaining Box position as of Q4 2019 after selling out during the quarter.
  • RPg Family Wealth Advisory sold 1,750 Box shares in Q4 2019, an estimated $29K.
  • RPg Family Wealth Advisory first reported a position in Box in Q4 2018 and held it in 4 quarters.
  • RPg Family Wealth Advisory's Box position peaked at $33.8K in Q1 2019.
  • 250 funds tracked by Wall St. Rank held Box as of Q4 2019.

Based on RPg Family Wealth Advisory's 13F filing for Q4 2019, filed 12 Feb 2020.