Wealthfront’s Box BOX Stock Holding History

Wealthfront’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
2018 Q1	–	Sell	-11,802	Closed	-$249K	–	506
2017 Q4	$249K	Sell	11,802 -4,455	-27%	-$94K	﹤0.01%	457
2017 Q3	$314K	Sell	16,257 -2,509	-13%	-$47.1K	﹤0.01%	411
2017 Q2	$342K	Buy	+18,766	New	+$338K	0.01%	356
2015 Q4	–	Sell	-42	Closed	-$1K	–	381
2015 Q3	$1K	Buy	+42	New	+$625	﹤0.01%	1194

Other funds holding BOX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BCM

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

SQN Investors Menlo Park, California $12.8M AUM

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Wealthfront's BOX Position: Q1 2018 in Review

Wealthfront sold out of Box (BOX) in Q1 2018, closing a stake of 11,802 shares — an estimated $249K sold.

Wealthfront first reported a position in BOX in Q3 2015 and held it in 4 quarters. The position peaked at $342K in Q2 2017. 209 funds tracked by Wall St. Rank hold BOX as of Q1 2018.

Wealthfront reported no remaining Box position as of Q1 2018 after selling out during the quarter.
Wealthfront sold 11,802 Box shares in Q1 2018, an estimated $249K.
Wealthfront first reported a position in Box in Q3 2015 and held it in 4 quarters.
Wealthfront's Box position peaked at $342K in Q2 2017.
209 funds tracked by Wall St. Rank held Box as of Q1 2018.

Based on Wealthfront's 13F filing for Q1 2018, filed 7 May 2018.