Creative Planning
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Creative Planning’s Boxlight BOXL Stock Holding History

Creative Planning’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
-8
Closed -$4.32K – 2674
2023
Q1 		$4.32K Sell
8
-3
-27% -$1.94K ﹤0.01% 2494
2022
Q4 		$4.74K Hold
11
– – ﹤0.01% 2392
2022
Q3 		$9K Sell
11
-1
-8% -$930 ﹤0.01% 2238
2022
Q2 		$12K Buy
12
+1
+9% +$1.33K ﹤0.01% 2182
2022
Q1 		$18K Hold
11
– – ﹤0.01% 2146
2021
Q4 		$21K Sell
11
-2
-15% -$5.27K ﹤0.01% 2038
2021
Q3 		$41K Buy
13
+3
+30% +$9.61K ﹤0.01% 2011
2021
Q2 		$34K Buy
+10
New +$35.2K ﹤0.01% 1965

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

Creative Planning's BOXL Position: Q2 2023 in Review

Creative Planning sold out of Boxlight (BOXL) in Q2 2023, closing a stake of 8 shares — an estimated $4.32K sold.

Creative Planning first reported a position in BOXL in Q2 2021 and held it in 8 quarters. The position peaked at $41K in Q3 2021. 18 funds tracked by Wall St. Rank hold BOXL as of Q2 2023.

  • Creative Planning reported no remaining Boxlight position as of Q2 2023 after selling out during the quarter.
  • Creative Planning sold 8 Boxlight shares in Q2 2023, an estimated $4.32K.
  • Creative Planning first reported a position in Boxlight in Q2 2021 and held it in 8 quarters.
  • Creative Planning's Boxlight position peaked at $41K in Q3 2021.
  • 18 funds tracked by Wall St. Rank held Boxlight as of Q2 2023.

Based on Creative Planning's 13F filing for Q2 2023, filed 21 Jul 2023.