Hennion & Walsh Asset Management’s Boxed, Inc. BOXD Stock Holding History

Hennion & Walsh Asset 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	-15,019	Closed	-$3K	–	855
2023 Q1	$3K	Sell	15,019 -267	-2%	-$120	﹤0.01%	774
2022 Q4	$3K	Sell	15,286 -1,585	-9%	-$809	﹤0.01%	766
2022 Q3	$16K	Buy	16,871 +1,664	+11%	+$2.43K	﹤0.01%	765
2022 Q2	$28K	Buy	15,207 +2,467	+19%	+$19K	﹤0.01%	756
2022 Q1	$129K	Buy	+12,740	New	+$130K	0.01%	758

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

Hennion & Walsh Asset Management's BOXD Position: Q2 2023 in Review

Hennion & Walsh Asset Management sold out of Boxed, Inc. (BOXD) in Q2 2023, closing a stake of 15,019 shares — an estimated $3K sold.

Hennion & Walsh Asset Management first reported a position in BOXD in Q1 2022 and held it in 5 quarters. The position peaked at $129K in Q1 2022. 6 funds tracked by Wall St. Rank hold BOXD as of Q2 2023.

Hennion & Walsh Asset Management reported no remaining Boxed, Inc. position as of Q2 2023 after selling out during the quarter.
Hennion & Walsh Asset Management sold 15,019 Boxed, Inc. shares in Q2 2023, an estimated $3K.
Hennion & Walsh Asset Management first reported a position in Boxed, Inc. in Q1 2022 and held it in 5 quarters.
Hennion & Walsh Asset Management's Boxed, Inc. position peaked at $129K in Q1 2022.
6 funds tracked by Wall St. Rank held Boxed, Inc. as of Q2 2023.

Based on Hennion & Walsh Asset Management's 13F filing for Q2 2023, filed 9 Aug 2023.