Xcel Wealth Management’s Box BOX Stock Holding History

Xcel Wealth 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
2019 Q4	–	Sell	-10,420	Closed	-$172K	–	73
2019 Q3	$172K	Sell	10,420 -1,700	-14%	-$27.3K	0.16%	71
2019 Q2	$213K	Sell	12,120 -14,760	-55%	-$282K	0.21%	72
2019 Q1	$519K	Sell	26,880 -10,500	-28%	-$218K	0.54%	44
2018 Q4	$630K	Buy	+37,380	New	+$688K	0.77%	34

Other funds holding BOX

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

BCM

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Xcel Wealth Management's BOX Position: Q4 2019 in Review

Xcel Wealth Management sold out of Box (BOX) in Q4 2019, closing a stake of 10,420 shares — an estimated $172K sold.

Xcel Wealth Management first reported a position in BOX in Q4 2018 and held it in 4 quarters. The position peaked at $630K in Q4 2018. 250 funds tracked by Wall St. Rank hold BOX as of Q4 2019.

Xcel Wealth Management reported no remaining Box position as of Q4 2019 after selling out during the quarter.
Xcel Wealth Management sold 10,420 Box shares in Q4 2019, an estimated $172K.
Xcel Wealth Management first reported a position in Box in Q4 2018 and held it in 4 quarters.
Xcel Wealth Management's Box position peaked at $630K in Q4 2018.
250 funds tracked by Wall St. Rank held Box as of Q4 2019.

Based on Xcel Wealth Management's 13F filing for Q4 2019, filed 9 Jan 2020.