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Welch Capital Partners’s Box BOX Stock Holding History

Welch Capital 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
Q2 		– Sell
-16,873
Closed -$326K – 29
2019
Q1 		$326K Hold
16,873
– – 0.11% 24
2018
Q4 		$285K Hold
16,873
– – 0.11% 28
2018
Q3 		$403K Hold
16,873
– – 0.13% 27
2018
Q2 		$422K Buy
16,873
+6,161
+58% +$153K 0.14% 30
2018
Q1 		$220K Hold
10,712
– – 0.08% 36
2017
Q4 		$226K Buy
+10,712
New +$226K 0.08% 40

Other funds holding BOX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
DCM
Dorsal Capital Management Redwood City, California $2.57B AUM 3.13% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Welch Capital Partners's BOX Position: Q2 2019 in Review

Welch Capital Partners sold out of Box (BOX) in Q2 2019, closing a stake of 16,873 shares — an estimated $326K sold.

Welch Capital Partners first reported a position in BOX in Q4 2017 and held it in 6 quarters. The position peaked at $422K in Q2 2018. 258 funds tracked by Wall St. Rank hold BOX as of Q2 2019.

  • Welch Capital Partners reported no remaining Box position as of Q2 2019 after selling out during the quarter.
  • Welch Capital Partners sold 16,873 Box shares in Q2 2019, an estimated $326K.
  • Welch Capital Partners first reported a position in Box in Q4 2017 and held it in 6 quarters.
  • Welch Capital Partners's Box position peaked at $422K in Q2 2018.
  • 258 funds tracked by Wall St. Rank held Box as of Q2 2019.

Based on Welch Capital Partners's 13F filing for Q2 2019, filed 1 Aug 2019.