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
2019 Q1	$547K	Buy	+28,300	New	+$586K	0.06%	304

Other funds holding BOX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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.