Tobias Financial Advisors’s Boxed, Inc. BOXD Stock Holding History

Tobias Financial 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	-50,000	Closed	-$9.49K	–	100
2023 Q1	$9.49K	Hold	50,000	–	–	﹤0.01%	84
2022 Q4	$9.74K	Buy	+50,000	New	+$25.5K	﹤0.01%	79

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

Tobias Financial Advisors's BOXD Position: Q2 2023 in Review

Tobias Financial Advisors sold out of Boxed, Inc. (BOXD) in Q2 2023, closing a stake of 50,000 shares — an estimated $9.49K sold.

Tobias Financial Advisors first reported a position in BOXD in Q4 2022 and held it in 2 quarters. The position peaked at $9.74K in Q4 2022. 6 funds tracked by Wall St. Rank hold BOXD as of Q2 2023.

Tobias Financial Advisors reported no remaining Boxed, Inc. position as of Q2 2023 after selling out during the quarter.
Tobias Financial Advisors sold 50,000 Boxed, Inc. shares in Q2 2023, an estimated $9.49K.
Tobias Financial Advisors first reported a position in Boxed, Inc. in Q4 2022 and held it in 2 quarters.
Tobias Financial Advisors's Boxed, Inc. position peaked at $9.74K in Q4 2022.
6 funds tracked by Wall St. Rank held Boxed, Inc. as of Q2 2023.

Based on Tobias Financial Advisors's 13F filing for Q2 2023, filed 3 Aug 2023.