CAPTRUST Financial Advisors
WBX

CAPTRUST Financial Advisors’s Wallbox WBX Stock Holding History

CAPTRUST Financial Advisors’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
2022
Q3 		– Sell
-60
Closed -$11K – 4048
2022
Q2 		$11K Hold
60
– – ﹤0.01% 3713
2022
Q1 		$15K Hold
60
– – ﹤0.01% 3588
2021
Q4 		$20K Buy
+60
New +$16.5K ﹤0.01% 3291

Other funds holding WBX

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
AFM
Anson Funds Management Dallas, Texas $2.29B AUM 370.24% 1-Year Est. Return

CAPTRUST Financial Advisors's WBX Position: Q3 2022 in Review

CAPTRUST Financial Advisors sold out of Wallbox (WBX) in Q3 2022, closing a stake of 60 shares — an estimated $11K sold.

CAPTRUST Financial Advisors first reported a position in WBX in Q4 2021 and held it in 3 quarters. The position peaked at $20K in Q4 2021. 39 funds tracked by Wall St. Rank hold WBX as of Q3 2022.

  • CAPTRUST Financial Advisors reported no remaining Wallbox position as of Q3 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 60 Wallbox shares in Q3 2022, an estimated $11K.
  • CAPTRUST Financial Advisors first reported a position in Wallbox in Q4 2021 and held it in 3 quarters.
  • CAPTRUST Financial Advisors's Wallbox position peaked at $20K in Q4 2021.
  • 39 funds tracked by Wall St. Rank held Wallbox as of Q3 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2022, filed 16 Nov 2022.