Cetera Advisor Networks’s Wallbox WBX Stock Holding History

Cetera Advisor Networks’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
2024 Q1	$14.3K	Buy	+504	New	+$15.1K	﹤0.01%	2788
2023 Q2	–	Sell	-13,036	Closed	-$1.27M	–	2726
2023 Q1	$1.27M	Buy	13,036 +5,968	+84%	+$596K	0.01%	1091
2022 Q4	$506K	Sell	7,068 -16	-0.2%	-$1.81K	﹤0.01%	1637
2022 Q3	$1.12M	Buy	7,084 +1,190	+20%	+$212K	0.01%	832
2022 Q2	$1.05M	Buy	+5,894	New	+$1.27M	0.01%	868

Other funds holding WBX

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Advisor Networks's WBX Position: Q1 2024 in Review

Cetera Advisor Networks opened a new position in Wallbox (WBX) in Q1 2024: 504 shares worth $14.3K. The stake represents ﹤0.01% of the portfolio and ranks #2788 among its holdings. This is a return to the name: Cetera Advisor Networks previously reported a position in WBX as recently as Q1 2023.

Cetera Advisor Networks first reported a position in WBX in Q2 2022 and has held it in 5 quarters since. The position peaked at $1.27M in Q1 2023. 42 funds tracked by Wall St. Rank hold WBX as of Q1 2024.

Cetera Advisor Networks held 504 shares of Wallbox worth $14.3K as of Q1 2024.
Wallbox was a new Cetera Advisor Networks position in Q1 2024.
Wallbox made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #2788 holding.
Cetera Advisor Networks first reported a position in Wallbox in Q2 2022 and has held it in 5 quarters since.
Cetera Advisor Networks's Wallbox position peaked at $1.27M in Q1 2023.
42 funds tracked by Wall St. Rank held Wallbox as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.