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Sowell Financial Services’s Box BOX Stock Holding History

Sowell 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
2021
Q2 		– Sell
-2,789
Closed -$58K – 814
2021
Q1 		$58K Sell
2,789
-1,148
-29% -$22.4K ﹤0.01% 1592
2020
Q4 		$71K Buy
3,937
+236
+6% +$4.11K ﹤0.01% 1274
2020
Q3 		$64K Buy
3,701
+1,163
+46% +$21.5K ﹤0.01% 1126
2020
Q2 		$53K Sell
2,538
-2,069
-45% -$36.3K ﹤0.01% 1149
2020
Q1 		$65K Sell
4,607
-29,201
-86% -$435K ﹤0.01% 960
2019
Q4 		$567K Buy
33,808
+3,343
+11% +$56.1K 0.04% 415
2019
Q3 		$505K Buy
+30,465
New +$489K 0.04% 413
2019
Q1 		$59K Buy
+3,063
New +$63.5K 0.01% 561

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sowell Financial Services's BOX Position: Q2 2021 in Review

Sowell Financial Services sold out of Box (BOX) in Q2 2021, closing a stake of 2,789 shares — an estimated $58K sold.

Sowell Financial Services first reported a position in BOX in Q1 2019 and held it in 8 quarters. The position peaked at $567K in Q4 2019. 281 funds tracked by Wall St. Rank hold BOX as of Q2 2021.

  • Sowell Financial Services reported no remaining Box position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 2,789 Box shares in Q2 2021, an estimated $58K.
  • Sowell Financial Services first reported a position in Box in Q1 2019 and held it in 8 quarters.
  • Sowell Financial Services's Box position peaked at $567K in Q4 2019.
  • 281 funds tracked by Wall St. Rank held Box as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.