Avantax Advisory Services’s Boxlight BOXL Stock Holding History

Avantax Advisory Services’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
2020 Q4	–	Sell	-14	Closed	-$33K	–	982
2020 Q3	$33K	Buy	+14	New	+$38.3K	﹤0.01%	1344

Other funds holding BOXL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Diametric Capital Boston, Massachusetts $948M AUM 47.49% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

OFG

Oxford Financial Group Carmel, Indiana $1.97B AUM 22.31% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Avantax Advisory Services's BOXL Position: Q4 2020 in Review

Avantax Advisory Services sold out of Boxlight (BOXL) in Q4 2020, closing a stake of 14 shares — an estimated $33K sold.

Avantax Advisory Services first reported a position in BOXL in Q3 2020 and held it in 1 quarter. The position peaked at $33K in Q3 2020. 23 funds tracked by Wall St. Rank hold BOXL as of Q4 2020.

Avantax Advisory Services reported no remaining Boxlight position as of Q4 2020 after selling out during the quarter.
Avantax Advisory Services sold 14 Boxlight shares in Q4 2020, an estimated $33K.
Avantax Advisory Services first reported a position in Boxlight in Q3 2020 and held it in 1 quarter.
Avantax Advisory Services's Boxlight position peaked at $33K in Q3 2020.
23 funds tracked by Wall St. Rank held Boxlight as of Q4 2020.

Based on Avantax Advisory Services's 13F filing for Q4 2020, filed 22 Jan 2021.