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Sugarloaf Wealth Management’s Boxlight BOXL Stock Holding History

Sugarloaf Wealth Management’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
Q1 		– Sell
-2
Closed -$3K – 749
2020
Q4 		$3K Hold
2
– – ﹤0.01% 591
2020
Q3 		$4K Buy
+2
New +$5.47K ﹤0.01% 536

Other funds holding BOXL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
RAM
Redmond Asset Management Henrico, Virginia $366M AUM 10.64% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sugarloaf Wealth Management's BOXL Position: Q1 2021 in Review

Sugarloaf Wealth Management sold out of Boxlight (BOXL) in Q1 2021, closing a stake of 2 shares — an estimated $3K sold.

Sugarloaf Wealth Management first reported a position in BOXL in Q3 2020 and held it in 2 quarters. The position peaked at $4K in Q3 2020. 29 funds tracked by Wall St. Rank hold BOXL as of Q1 2021.

  • Sugarloaf Wealth Management reported no remaining Boxlight position as of Q1 2021 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 2 Boxlight shares in Q1 2021, an estimated $3K.
  • Sugarloaf Wealth Management first reported a position in Boxlight in Q3 2020 and held it in 2 quarters.
  • Sugarloaf Wealth Management's Boxlight position peaked at $4K in Q3 2020.
  • 29 funds tracked by Wall St. Rank held Boxlight as of Q1 2021.

Based on Sugarloaf Wealth Management's 13F filing for Q1 2021, filed 19 Apr 2021.