Wealthcare Advisory Partners’s Box BOX Stock Holding History

Wealthcare Advisory Partners’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 Q3	–	Sell	-250	Closed	-$4K	–	1352
2019 Q2	$4K	Hold	250	–	–	﹤0.01%	1085
2019 Q1	$5K	Sell	250 -200	-44%	-$4.14K	﹤0.01%	954
2018 Q4	$8K	Hold	450	–	–	﹤0.01%	829
2018 Q3	$11K	Hold	450	–	–	﹤0.01%	806
2018 Q2	$11K	Buy	450 +200	+80%	+$4.96K	﹤0.01%	793
2018 Q1	$5K	Buy	+250	New	+$5.38K	﹤0.01%	821

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

BCM

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

DCM

Dorsal Capital Management Redwood City, California $2.82B AUM 7.73% 1-Year Est. Return

Wealthcare Advisory Partners's BOX Position: Q3 2019 in Review

Wealthcare Advisory Partners sold out of Box (BOX) in Q3 2019, closing a stake of 250 shares — an estimated $4K sold.

Wealthcare Advisory Partners first reported a position in BOX in Q1 2018 and held it in 6 quarters. The position peaked at $11K in Q3 2018. 251 funds tracked by Wall St. Rank hold BOX as of Q3 2019.

Wealthcare Advisory Partners reported no remaining Box position as of Q3 2019 after selling out during the quarter.
Wealthcare Advisory Partners sold 250 Box shares in Q3 2019, an estimated $4K.
Wealthcare Advisory Partners first reported a position in Box in Q1 2018 and held it in 6 quarters.
Wealthcare Advisory Partners's Box position peaked at $11K in Q3 2018.
251 funds tracked by Wall St. Rank held Box as of Q3 2019.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2019, filed 17 Oct 2019.