Comprehensive Financial Management’s Boxed, Inc. BOXD Stock Holding History

Comprehensive Financial Management’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	-127,151	Closed	-$24.1K	–	52
2023 Q1	$24.1K	Hold	127,151	–	–	﹤0.01%	51
2022 Q4	$24.8K	Hold	127,151	–	–	﹤0.01%	52
2022 Q3	$117K	Hold	127,151	–	–	﹤0.01%	48
2022 Q2	$235K	Hold	127,151	–	–	0.01%	50
2022 Q1	$1.29M	Hold	127,151	–	–	0.02%	37
2021 Q4	$1.74M	Buy	+127,151	New	+$1.46M	0.02%	35

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

Comprehensive Financial Management's BOXD Position: Q2 2023 in Review

Comprehensive Financial Management sold out of Boxed, Inc. (BOXD) in Q2 2023, closing a stake of 127,151 shares — an estimated $24.1K sold.

Comprehensive Financial Management first reported a position in BOXD in Q4 2021 and held it in 6 quarters. The position peaked at $1.74M in Q4 2021. 6 funds tracked by Wall St. Rank hold BOXD as of Q2 2023.

Comprehensive Financial Management reported no remaining Boxed, Inc. position as of Q2 2023 after selling out during the quarter.
Comprehensive Financial Management sold 127,151 Boxed, Inc. shares in Q2 2023, an estimated $24.1K.
Comprehensive Financial Management first reported a position in Boxed, Inc. in Q4 2021 and held it in 6 quarters.
Comprehensive Financial Management's Boxed, Inc. position peaked at $1.74M in Q4 2021.
6 funds tracked by Wall St. Rank held Boxed, Inc. as of Q2 2023.

Based on Comprehensive Financial Management's 13F filing for Q2 2023, filed 14 Aug 2023.