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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
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
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
SI
SQN Investors Menlo Park, California $12.8M AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return