Charles Schwab’s Boxed, Inc. BOXD Stock Holding History

Charles Schwab’s Portfolio BOXD Stock Details BOXD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-126,619	Closed	-$24K	–	3754
2023 Q1	$24K	Hold	126,619	–	–	﹤0.01%	3484
2022 Q4	$24.7K	Hold	126,619	–	–	﹤0.01%	3477
2022 Q3	$117K	Sell	126,619 -141,602	-53%	-$207K	﹤0.01%	3212
2022 Q2	$497K	Buy	268,221 +17,067	+7%	+$132K	﹤0.01%	3084
2022 Q1	$2.55M	Buy	+251,154	New	+$2.56M	﹤0.01%	2562

Other funds holding BOXD

HLA

Hamilton Lane Advisors Conshohocken, Pennsylvania $149M AUM 14.17% 1-Year Est. Return

LWANC

Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return

Charles Schwab's BOXD Position: Q2 2023 in Review

Charles Schwab sold out of Boxed, Inc. (BOXD) in Q2 2023, closing a stake of 126,619 shares — an estimated $24K sold.

Charles Schwab first reported a position in BOXD in Q1 2022 and held it in 5 quarters. The position peaked at $2.55M in Q1 2022. 6 funds tracked by Wall St. Rank hold BOXD as of Q2 2023.

Charles Schwab reported no remaining Boxed, Inc. position as of Q2 2023 after selling out during the quarter.
Charles Schwab sold 126,619 Boxed, Inc. shares in Q2 2023, an estimated $24K.
Charles Schwab first reported a position in Boxed, Inc. in Q1 2022 and held it in 5 quarters.
Charles Schwab's Boxed, Inc. position peaked at $2.55M in Q1 2022.
6 funds tracked by Wall St. Rank held Boxed, Inc. as of Q2 2023.

Based on Charles Schwab's 13F filing for Q2 2023, filed 10 Aug 2023.