Lake Street Private Wealth’s Boxlight BOXL Stock Holding History

Lake Street Private Wealth’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
2021 Q4	–	Sell	-7	Closed	-$23K	–	330
2021 Q3	$23K	Buy	+7	New	+$22.4K	0.01%	233

Other funds holding BOXL

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Shay Capital New York $1.2B AUM 37.4% 1-Year Est. Return

Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LFCM

Long Focus Capital Management San Juan, Puerto Rico $3.8B AUM 7.31% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Lake Street Private Wealth's BOXL Position: Q4 2021 in Review

Lake Street Private Wealth sold out of Boxlight (BOXL) in Q4 2021, closing a stake of 7 shares — an estimated $23K sold.

Lake Street Private Wealth first reported a position in BOXL in Q3 2021 and held it in 1 quarter. The position peaked at $23K in Q3 2021. 40 funds tracked by Wall St. Rank hold BOXL as of Q4 2021.

Lake Street Private Wealth reported no remaining Boxlight position as of Q4 2021 after selling out during the quarter.
Lake Street Private Wealth sold 7 Boxlight shares in Q4 2021, an estimated $23K.
Lake Street Private Wealth first reported a position in Boxlight in Q3 2021 and held it in 1 quarter.
Lake Street Private Wealth's Boxlight position peaked at $23K in Q3 2021.
40 funds tracked by Wall St. Rank held Boxlight as of Q4 2021.

Based on Lake Street Private Wealth's 13F filing for Q4 2021, filed 24 Jan 2022.