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B. Riley Wealth Advisors’s Boxlight BOXL Stock Holding History

B. Riley Wealth Advisors’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
Q3 		– Sell
-72
Closed -$28.6K – 1501
2023
Q2 		$28.6K Buy
72
+4
+6% +$1.86K ﹤0.01% 1505
2023
Q1 		$37.5K Sell
68
-10
-13% -$6.47K ﹤0.01% 1452
2022
Q4 		$34.8K Sell
78
-15
-16% -$9.53K ﹤0.01% 1427
2022
Q3 		$83K Hold
93
– – ﹤0.01% 1343
2022
Q2 		$91K Hold
93
– – ﹤0.01% 1135
2022
Q1 		$161K Sell
93
-5
-5% -$8.4K 0.01% 1243
2021
Q4 		$195K Buy
98
+2
+2% +$5.27K 0.01% 1274
2021
Q3 		$311K Sell
96
-3
-3% -$9.61K 0.01% 1019
2021
Q2 		$343K Buy
99
+10
+11% +$35.2K 0.01% 950
2021
Q1 		$324K Buy
89
+22
+33% +$79K 0.01% 951
2020
Q4 		$147K Buy
67
+23
+52% +$52.6K 0.01% 954
2020
Q3 		$104K Buy
+44
New +$120K 0.01% 887

Other funds holding BOXL

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
BA
Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
LFCM
Long Focus Capital Management San Juan, Puerto Rico $3.91B AUM 12.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

B. Riley Wealth Advisors's BOXL Position: Q3 2023 in Review

B. Riley Wealth Advisors sold out of Boxlight (BOXL) in Q3 2023, closing a stake of 72 shares — an estimated $28.6K sold.

B. Riley Wealth Advisors first reported a position in BOXL in Q3 2020 and held it in 12 quarters. The position peaked at $343K in Q2 2021. 16 funds tracked by Wall St. Rank hold BOXL as of Q3 2023.

  • B. Riley Wealth Advisors reported no remaining Boxlight position as of Q3 2023 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 72 Boxlight shares in Q3 2023, an estimated $28.6K.
  • B. Riley Wealth Advisors first reported a position in Boxlight in Q3 2020 and held it in 12 quarters.
  • B. Riley Wealth Advisors's Boxlight position peaked at $343K in Q2 2021.
  • 16 funds tracked by Wall St. Rank held Boxlight as of Q3 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2023, filed 1 Dec 2023.