WIM
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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 		$17.8K Buy
+3,300
New +$63.1K 0.04% 62
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 $5.7T AUM 30.48% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FCM
Freshford Capital Management Rye Brook, New York $200M AUM 31.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return