Ellevest Inc’s Boxed, Inc. BOXD Stock Holding History

Ellevest Inc’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	-46	Closed	-$9	–	1835
2023 Q1	$9	Sell	46 -151	-77%	-$68	﹤0.01%	1862
2022 Q4	$38	Buy	+197	New	+$100	﹤0.01%	1795

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

Ellevest Inc's BOXD Position: Q2 2023 in Review

Ellevest Inc sold out of Boxed, Inc. (BOXD) in Q2 2023, closing a stake of 46 shares — an estimated $9 sold.

Ellevest Inc first reported a position in BOXD in Q4 2022 and held it in 2 quarters. The position peaked at $38 in Q4 2022. 6 funds tracked by Wall St. Rank hold BOXD as of Q2 2023.

Ellevest Inc reported no remaining Boxed, Inc. position as of Q2 2023 after selling out during the quarter.
Ellevest Inc sold 46 Boxed, Inc. shares in Q2 2023, an estimated $9.
Ellevest Inc first reported a position in Boxed, Inc. in Q4 2022 and held it in 2 quarters.
Ellevest Inc's Boxed, Inc. position peaked at $38 in Q4 2022.
6 funds tracked by Wall St. Rank held Boxed, Inc. as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.