WAP
BOX icon

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
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
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DCM
Dorsal Capital Management Redwood City, California $2.52B AUM 3.13% 1-Year Est. Return