Fidelity Investments’s Boxed, Inc. BOXD Stock Holding History

Fidelity Investments’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	-26,257	Closed	-$4.98K	–	5694
2023 Q1	$4.98K	Buy	26,257 +20,348	+344%	+$9.15K	﹤0.01%	4390
2022 Q4	$1.15K	Buy	5,909 +4,599	+351%	+$2.35K	﹤0.01%	4624
2022 Q3	$1K	Buy	+1,310	New	+$1.91K	﹤0.01%	4785

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

Fidelity Investments's BOXD Position: Q2 2023 in Review

Fidelity Investments sold out of Boxed, Inc. (BOXD) in Q2 2023, closing a stake of 26,257 shares — an estimated $4.98K sold.

Fidelity Investments first reported a position in BOXD in Q3 2022 and held it in 3 quarters. The position peaked at $4.98K in Q1 2023. 6 funds tracked by Wall St. Rank hold BOXD as of Q2 2023.

Fidelity Investments reported no remaining Boxed, Inc. position as of Q2 2023 after selling out during the quarter.
Fidelity Investments sold 26,257 Boxed, Inc. shares in Q2 2023, an estimated $4.98K.
Fidelity Investments first reported a position in Boxed, Inc. in Q3 2022 and held it in 3 quarters.
Fidelity Investments's Boxed, Inc. position peaked at $4.98K in Q1 2023.
6 funds tracked by Wall St. Rank held Boxed, Inc. as of Q2 2023.

Based on Fidelity Investments's 13F filing for Q2 2023, filed 11 Aug 2023.