ICA Group Wealth Management’s Boxed, Inc. BOXD Stock Holding History

ICA Group Wealth 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	-2,300	Closed	-$437	–	1436
2023 Q1	$437	Hold	2,300	–	–	﹤0.01%	1205
2022 Q4	$448	Buy	+2,300	New	+$1.17K	﹤0.01%	1239

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

ICA Group Wealth Management's BOXD Position: Q2 2023 in Review

ICA Group Wealth Management sold out of Boxed, Inc. (BOXD) in Q2 2023, closing a stake of 2,300 shares — an estimated $437 sold.

ICA Group Wealth Management first reported a position in BOXD in Q4 2022 and held it in 2 quarters. The position peaked at $448 in Q4 2022. 6 funds tracked by Wall St. Rank hold BOXD as of Q2 2023.

ICA Group Wealth Management reported no remaining Boxed, Inc. position as of Q2 2023 after selling out during the quarter.
ICA Group Wealth Management sold 2,300 Boxed, Inc. shares in Q2 2023, an estimated $437.
ICA Group Wealth Management first reported a position in Boxed, Inc. in Q4 2022 and held it in 2 quarters.
ICA Group Wealth Management's Boxed, Inc. position peaked at $448 in Q4 2022.
6 funds tracked by Wall St. Rank held Boxed, Inc. as of Q2 2023.

Based on ICA Group Wealth Management's 13F filing for Q2 2023, filed 11 Aug 2023.