LPL Financial
BOXL icon

LPL Financial’s Boxlight BOXL Stock Holding History

LPL Financial’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
-43
Closed -$23.6K – 4598
2023
Q1 		$23.6K Buy
43
+10
+30% +$6.47K ﹤0.01% 4391
2022
Q4 		$14.5K Hold
33
– – ﹤0.01% 4391
2022
Q3 		$29K Hold
33
– – ﹤0.01% 4290
2022
Q2 		$32K Hold
33
– – ﹤0.01% 4287
2022
Q1 		$56K Hold
33
– – ﹤0.01% 4043
2021
Q4 		$66K Buy
33
+5
+18% +$13.2K ﹤0.01% 4196
2021
Q3 		$92K Buy
28
+1
+4% +$3.2K ﹤0.01% 4161
2021
Q2 		$92K Buy
27
+3
+13% +$10.6K ﹤0.01% 4076
2021
Q1 		$89K Hold
24
– – ﹤0.01% 3941
2020
Q4 		$54K Buy
+24
New +$54.9K ﹤0.01% 3725

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
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial's BOXL Position: Q2 2023 in Review

LPL Financial sold out of Boxlight (BOXL) in Q2 2023, closing a stake of 43 shares — an estimated $23.6K sold.

LPL Financial first reported a position in BOXL in Q4 2020 and held it in 10 quarters. The position peaked at $92K in Q3 2021. 18 funds tracked by Wall St. Rank hold BOXL as of Q2 2023.

  • LPL Financial reported no remaining Boxlight position as of Q2 2023 after selling out during the quarter.
  • LPL Financial sold 43 Boxlight shares in Q2 2023, an estimated $23.6K.
  • LPL Financial first reported a position in Boxlight in Q4 2020 and held it in 10 quarters.
  • LPL Financial's Boxlight position peaked at $92K in Q3 2021.
  • 18 funds tracked by Wall St. Rank held Boxlight as of Q2 2023.

Based on LPL Financial's 13F filing for Q2 2023, filed 31 Jul 2023.