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Oxford Financial Group’s Boxlight BOXL Stock Holding History

Oxford Financial Group’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
-30
Closed -$16.6K – 293
2023
Q1 		$16.6K Hold
30
– – ﹤0.01% 238
2022
Q4 		$13.5K Hold
30
– – ﹤0.01% 243
2022
Q3 		$27K Hold
30
– – ﹤0.01% 211
2022
Q2 		$29K Hold
30
– – ﹤0.01% 231
2022
Q1 		$52K Hold
30
– – 0.01% 219
2021
Q4 		$60K Hold
30
– – 0.01% 232
2021
Q3 		$97K Hold
30
– – 0.01% 195
2021
Q2 		$104K Hold
30
– – 0.01% 187
2021
Q1 		$110K Hold
30
– – 0.02% 179
2020
Q4 		$66K Hold
30
– – 0.01% 183
2020
Q3 		$70K Buy
+30
New +$82K 0.01% 168

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

Oxford Financial Group's BOXL Position: Q2 2023 in Review

Oxford Financial Group sold out of Boxlight (BOXL) in Q2 2023, closing a stake of 30 shares — an estimated $16.6K sold.

Oxford Financial Group first reported a position in BOXL in Q3 2020 and held it in 11 quarters. The position peaked at $110K in Q1 2021. 18 funds tracked by Wall St. Rank hold BOXL as of Q2 2023.

  • Oxford Financial Group reported no remaining Boxlight position as of Q2 2023 after selling out during the quarter.
  • Oxford Financial Group sold 30 Boxlight shares in Q2 2023, an estimated $16.6K.
  • Oxford Financial Group first reported a position in Boxlight in Q3 2020 and held it in 11 quarters.
  • Oxford Financial Group's Boxlight position peaked at $110K in Q1 2021.
  • 18 funds tracked by Wall St. Rank held Boxlight as of Q2 2023.

Based on Oxford Financial Group's 13F filing for Q2 2023, filed 10 Aug 2023.