SPC
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Sigma Planning Corp’s Box BOX Stock Holding History

Sigma Planning Corp’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
Q3 		– Sell
-14,081
Closed -$292K – 1070
2020
Q2 		$292K Buy
+14,081
New +$247K 0.01% 787
2020
Q1 		– Sell
-11,682
Closed -$196K – 935
2019
Q4 		$196K Sell
11,682
-600
-5% -$10.1K 0.01% 971
2019
Q3 		$203K Buy
+12,282
New +$197K 0.01% 910

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
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Sigma Planning Corp's BOX Position: Q3 2020 in Review

Sigma Planning Corp sold out of Box (BOX) in Q3 2020, closing a stake of 14,081 shares — an estimated $292K sold.

Sigma Planning Corp first reported a position in BOX in Q3 2019 and held it in 3 quarters. The position peaked at $292K in Q2 2020. 294 funds tracked by Wall St. Rank hold BOX as of Q3 2020.

  • Sigma Planning Corp reported no remaining Box position as of Q3 2020 after selling out during the quarter.
  • Sigma Planning Corp sold 14,081 Box shares in Q3 2020, an estimated $292K.
  • Sigma Planning Corp first reported a position in Box in Q3 2019 and held it in 3 quarters.
  • Sigma Planning Corp's Box position peaked at $292K in Q2 2020.
  • 294 funds tracked by Wall St. Rank held Box as of Q3 2020.

Based on Sigma Planning Corp's 13F filing for Q3 2020, filed 3 Nov 2020.