Wells Fargo’s Boxed, Inc. BOXD Stock Holding History

Wells Fargo’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	-10,405	Closed	-$1.98K	–	7810
2023 Q1	$1.98K	Buy	+10,405	New	+$4.68K	﹤0.01%	6224
2022 Q4	–	Sell	-147	Closed	–	–	7849
2022 Q3	$0	Sell	147 -254	-63%	-$371	﹤0.01%	7768
2022 Q2	$1K	Sell	401 -14,903	-97%	-$115K	﹤0.01%	6696
2022 Q1	$155K	Buy	+15,304	New	+$156K	﹤0.01%	5116

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

Wells Fargo's BOXD Position: Q2 2023 in Review

Wells Fargo sold out of Boxed, Inc. (BOXD) in Q2 2023, closing a stake of 10,405 shares — an estimated $1.98K sold.

Wells Fargo first reported a position in BOXD in Q1 2022 and held it in 4 quarters. The position peaked at $155K in Q1 2022. 6 funds tracked by Wall St. Rank hold BOXD as of Q2 2023.

Wells Fargo reported no remaining Boxed, Inc. position as of Q2 2023 after selling out during the quarter.
Wells Fargo sold 10,405 Boxed, Inc. shares in Q2 2023, an estimated $1.98K.
Wells Fargo first reported a position in Boxed, Inc. in Q1 2022 and held it in 4 quarters.
Wells Fargo's Boxed, Inc. position peaked at $155K in Q1 2022.
6 funds tracked by Wall St. Rank held Boxed, Inc. as of Q2 2023.

Based on Wells Fargo's 13F filing for Q2 2023, filed 15 Aug 2023.