Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC)’s Boxlight BOXL Stock Holding History

Carson Wealth (CWM LLC)’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 Q4	–	Hold	0	–	–	–	4148
2023 Q3	–	Hold	0	–	–	–	4194
2023 Q2	–	Hold	0	–	–	–	4184
2023 Q1	–	Hold	0	–	–	–	4059
2022 Q4	–	Hold	0	–	–	–	3978
2022 Q3	–	Hold	0	–	–	–	3917
2022 Q2	–	Hold	0	–	–	–	3791
2022 Q1	–	Hold	0	–	–	–	3535
2021 Q4	–	Hold	0	–	–	–	3497
2021 Q2	–	Hold	0	–	–	–	2760
2021 Q1	–	Hold	0	–	–	–	2760
2020 Q4	–	Hold	0	–	–	–	2760
2020 Q3	–	Hold	0	–	–	–	2760
2020 Q2	–	Hold	0	–	–	–	2760
2020 Q1	–	Hold	0	–	–	–	2759
2019 Q4	–	Hold	0	–	–	–	2759
2019 Q3	–	Hold	0	–	–	–	2759
2019 Q2	–	Hold	0	–	–	–	2759
2019 Q1	–	Hold	0	–	–	–	2759

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Long Focus Capital Management San Juan, Puerto Rico $3.91B AUM 12.68% 1-Year Est. Return

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

Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return