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AE Wealth Management’s Boxlight BOXL Stock Holding History

AE Wealth Management’s Portfolio BOXL Stock Details BOXL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-10
Closed -$5.55K – 1913
2023
Q1 		$5.55K Hold
10
– – ﹤0.01% 1861
2022
Q4 		$4.51K Hold
10
– – ﹤0.01% 1808
2022
Q3 		$9K Hold
10
– – ﹤0.01% 1728
2022
Q2 		$10K Hold
10
– – ﹤0.01% 1706
2022
Q1 		$17K Buy
10
+2
+25% +$3.36K ﹤0.01% 1653
2021
Q4 		$17K Buy
8
+1
+14% +$2.63K ﹤0.01% 1682
2021
Q3 		$23K Buy
+7
New +$22.4K ﹤0.01% 1590

Other funds holding BOXL

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
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LFCM
Long Focus Capital Management San Juan, Puerto Rico $3.8B AUM 7.31% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

AE Wealth Management's BOXL Position: Q2 2023 in Review

AE Wealth Management sold out of Boxlight (BOXL) in Q2 2023, closing a stake of 10 shares — an estimated $5.55K sold.

AE Wealth Management first reported a position in BOXL in Q3 2021 and held it in 7 quarters. The position peaked at $23K in Q3 2021. 18 funds tracked by Wall St. Rank hold BOXL as of Q2 2023.

  • AE Wealth Management reported no remaining Boxlight position as of Q2 2023 after selling out during the quarter.
  • AE Wealth Management sold 10 Boxlight shares in Q2 2023, an estimated $5.55K.
  • AE Wealth Management first reported a position in Boxlight in Q3 2021 and held it in 7 quarters.
  • AE Wealth Management's Boxlight position peaked at $23K in Q3 2021.
  • 18 funds tracked by Wall St. Rank held Boxlight as of Q2 2023.

Based on AE Wealth Management's 13F filing for Q2 2023, filed 10 Jul 2023.