Schwarz Dygos Wheeler Investment Advisors’s Boxed, Inc. BOXD Stock Holding History

Schwarz Dygos Wheeler Investment Advisors’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	-16,057	Closed	-$3.05K	–	148
2023 Q1	$3.05K	Hold	16,057	–	–	﹤0.01%	137
2022 Q4	$3.13K	Hold	16,057	–	–	﹤0.01%	132
2022 Q3	$15K	Hold	16,057	–	–	0.01%	117
2022 Q2	$30K	Buy	+16,057	New	+$124K	0.01%	128

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

Schwarz Dygos Wheeler Investment Advisors's BOXD Position: Q2 2023 in Review

Schwarz Dygos Wheeler Investment Advisors sold out of Boxed, Inc. (BOXD) in Q2 2023, closing a stake of 16,057 shares — an estimated $3.05K sold.

Schwarz Dygos Wheeler Investment Advisors first reported a position in BOXD in Q2 2022 and held it in 4 quarters. The position peaked at $30K in Q2 2022. 6 funds tracked by Wall St. Rank hold BOXD as of Q2 2023.

Schwarz Dygos Wheeler Investment Advisors reported no remaining Boxed, Inc. position as of Q2 2023 after selling out during the quarter.
Schwarz Dygos Wheeler Investment Advisors sold 16,057 Boxed, Inc. shares in Q2 2023, an estimated $3.05K.
Schwarz Dygos Wheeler Investment Advisors first reported a position in Boxed, Inc. in Q2 2022 and held it in 4 quarters.
Schwarz Dygos Wheeler Investment Advisors's Boxed, Inc. position peaked at $30K in Q2 2022.
6 funds tracked by Wall St. Rank held Boxed, Inc. as of Q2 2023.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q2 2023, filed 11 Aug 2023.