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Valeo Financial Advisors’s Box BOX Stock Holding History

Valeo Financial 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
2021
Q2 		– Sell
-150
Closed -$3K – 693
2021
Q1 		$3K Sell
150
-2,500
-94% -$48.7K ﹤0.01% 1683
2020
Q4 		$48K Buy
2,650
+10
+0.4% +$174 ﹤0.01% 790
2020
Q3 		$46K Sell
2,640
-116
-4% -$2.14K ﹤0.01% 689
2020
Q2 		$57K Hold
2,756
– – 0.01% 665
2020
Q1 		$43K Buy
2,756
+2,480
+899% +$36.9K ﹤0.01% 656
2019
Q4 		$5K Sell
276
-279
-50% -$4.68K ﹤0.01% 1262
2019
Q3 		$9K Sell
555
-1,500
-73% -$24.1K ﹤0.01% 1045
2019
Q2 		$36K Buy
2,055
+1,815
+756% +$34.7K ﹤0.01% 687
2019
Q1 		$5K Buy
240
+200
+500% +$4.14K ﹤0.01% 1148
2018
Q4 		$1K Hold
40
– – ﹤0.01% 1364
2018
Q3 		$1K Hold
40
– – ﹤0.01% 1589
2018
Q2 		$1K Buy
+40
New +$991 ﹤0.01% 1429

Other funds holding BOX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return