TRUE Private Wealth Advisors’s Box BOX Stock Holding History

TRUE Private Wealth Advisors’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	-1,000	Closed	-$20K	–	694
2020 Q2	$20K	Buy	+1,000	New	+$17.6K	﹤0.01%	410
2020 Q1	–	Sell	-60	Closed	-$1K	–	685
2019 Q4	$1K	Buy	+60	New	+$1.01K	﹤0.01%	766
2019 Q3	–	Sell	-60	Closed	-$1K	–	281
2019 Q2	$1K	Buy	+60	New	+$1.15K	﹤0.01%	748
2018 Q4	–	Sell	-1,439	Closed	-$34.4K	–	320
2018 Q3	$34.4K	Buy	+1,439	New	+$36.2K	﹤0.01%	523

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 $3.37T AUM 44.26% 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

TRUE Private Wealth Advisors's BOX Position: Q3 2020 in Review

TRUE Private Wealth Advisors sold out of Box (BOX) in Q3 2020, closing a stake of 1,000 shares — an estimated $20K sold.

TRUE Private Wealth Advisors first reported a position in BOX in Q3 2018 and held it in 4 quarters. The position peaked at $34.4K in Q3 2018. 294 funds tracked by Wall St. Rank hold BOX as of Q3 2020.

TRUE Private Wealth Advisors reported no remaining Box position as of Q3 2020 after selling out during the quarter.
TRUE Private Wealth Advisors sold 1,000 Box shares in Q3 2020, an estimated $20K.
TRUE Private Wealth Advisors first reported a position in Box in Q3 2018 and held it in 4 quarters.
TRUE Private Wealth Advisors's Box position peaked at $34.4K in Q3 2018.
294 funds tracked by Wall St. Rank held Box as of Q3 2020.

Based on TRUE Private Wealth Advisors's 13F filing for Q3 2020, filed 9 Oct 2020.