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Westside Investment Management’s Box BOX Stock Holding History

Westside Investment Management’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
2021
Q4 		– Sell
-400
Closed -$9 – 776
2021
Q3 		$9 Hold
400
– – ﹤0.01% 589
2021
Q2 		$10 Hold
400
– – ﹤0.01% 569
2021
Q1 		$9 Sell
400
-700
-64% -$13.6K ﹤0.01% 566
2020
Q4 		$9.04K Hold
1,100
– – 0.02% 146
2020
Q3 		$8.69K Sell
1,100
-50
-4% -$923 ﹤0.01% 151
2020
Q2 		$10.4K Sell
1,150
-144
-11% -$2.53K 0.01% 130
2020
Q1 		$16.3K Buy
+1,294
New +$19.3K 0.01% 128
2019
Q2 		$59.7K Buy
+3,300
New +$63.1K 0.02% 276
2018
Q4 		$57.9K Buy
3,300
+600
+22% +$11K 0.02% 276
2018
Q3 		$21.3K Buy
2,700
+600
+29% +$15.1K 0.01% 349
2018
Q2 		$54.2K Buy
+2,100
New +$52K 0.02% 289

Other funds holding BOX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
FCM
Freshford Capital Management Rye Brook, New York $292M AUM 48.67% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Westside Investment Management's BOX Position: Q4 2021 in Review

Westside Investment Management sold out of Box (BOX) in Q4 2021, closing a stake of 400 shares — an estimated $9 sold.

Westside Investment Management first reported a position in BOX in Q2 2018 and held it in 11 quarters. The position peaked at $59.7K in Q2 2019. 313 funds tracked by Wall St. Rank hold BOX as of Q4 2021.

  • Westside Investment Management reported no remaining Box position as of Q4 2021 after selling out during the quarter.
  • Westside Investment Management sold 400 Box shares in Q4 2021, an estimated $9.
  • Westside Investment Management first reported a position in Box in Q2 2018 and held it in 11 quarters.
  • Westside Investment Management's Box position peaked at $59.7K in Q2 2019.
  • 313 funds tracked by Wall St. Rank held Box as of Q4 2021.

Based on Westside Investment Management's 13F filing for Q4 2021, filed 15 Feb 2022.