tru Independence’s Box BOX Stock Holding History

tru Independence’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	-100	Closed	-$2K	–	384
2020 Q2	$2K	Hold	100	–	–	﹤0.01%	784
2020 Q1	$1K	Hold	100	–	–	﹤0.01%	666
2019 Q4	$1K	Buy	+100	New	+$1.68K	﹤0.01%	854

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

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

tru Independence's BOX Position: Q3 2020 in Review

tru Independence sold out of Box (BOX) in Q3 2020, closing a stake of 100 shares — an estimated $2K sold.

tru Independence first reported a position in BOX in Q4 2019 and held it in 3 quarters. The position peaked at $2K in Q2 2020. 294 funds tracked by Wall St. Rank hold BOX as of Q3 2020.

tru Independence reported no remaining Box position as of Q3 2020 after selling out during the quarter.
tru Independence sold 100 Box shares in Q3 2020, an estimated $2K.
tru Independence first reported a position in Box in Q4 2019 and held it in 3 quarters.
tru Independence's Box position peaked at $2K in Q2 2020.
294 funds tracked by Wall St. Rank held Box as of Q3 2020.

Based on tru Independence's 13F filing for Q3 2020, filed 19 Nov 2020.