ACJ
WBX

Autonomy Capital (Jersey)’s Wallbox WBX Stock Holding History

Autonomy Capital (Jersey)’s Portfolio WBX Stock Details WBX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$307K Hold
8,783
– – 0.56% 12
2023
Q3 		$395K Buy
8,783
+786
+10% +$51.3K 0.94% 10
2023
Q2 		$566K Buy
+7,997
New +$528K 0.52% 14

Other funds holding WBX

Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Autonomy Capital (Jersey)'s WBX Position: Q4 2023 in Review

Autonomy Capital (Jersey) held its Wallbox (WBX) position steady in Q4 2023 at 8,783 shares worth $307K. The position accounts for 0.56% of the portfolio, ranked #12.

Autonomy Capital (Jersey) first reported a position in WBX in Q2 2023 and has held it in 3 quarters since. The position peaked at $566K in Q2 2023. 47 funds tracked by Wall St. Rank hold WBX as of Q4 2023.

  • Autonomy Capital (Jersey) held 8,783 shares of Wallbox worth $307K as of Q4 2023.
  • Autonomy Capital (Jersey) left its Wallbox share count unchanged in Q4 2023.
  • Wallbox made up 0.56% of Autonomy Capital (Jersey)'s portfolio in Q4 2023, its #12 holding.
  • Autonomy Capital (Jersey) first reported a position in Wallbox in Q2 2023 and has held it in 3 quarters since.
  • Autonomy Capital (Jersey)'s Wallbox position peaked at $566K in Q2 2023.
  • 47 funds tracked by Wall St. Rank held Wallbox as of Q4 2023.

Based on Autonomy Capital (Jersey)'s 13F filing for Q4 2023, filed 14 Feb 2024.