Cetera Investment Advisers
WBX

Cetera Investment Advisers’s Wallbox WBX Stock Holding History

Cetera Investment Advisers’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
Q3 		– Sell
-519
Closed -$13.6K – 3921
2024
Q2 		$13.6K Sell
519
-51
-9% -$1.48K ﹤0.01% 3665
2024
Q1 		$16.2K Buy
+570
New +$17.1K ﹤0.01% 3640

Other funds holding WBX

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
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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Cetera Investment Advisers's WBX Position: Q3 2024 in Review

Cetera Investment Advisers sold out of Wallbox (WBX) in Q3 2024, closing a stake of 519 shares — an estimated $13.6K sold.

Cetera Investment Advisers first reported a position in WBX in Q1 2024 and held it in 2 quarters. The position peaked at $16.2K in Q1 2024. 31 funds tracked by Wall St. Rank hold WBX as of Q3 2024.

  • Cetera Investment Advisers reported no remaining Wallbox position as of Q3 2024 after selling out during the quarter.
  • Cetera Investment Advisers sold 519 Wallbox shares in Q3 2024, an estimated $13.6K.
  • Cetera Investment Advisers first reported a position in Wallbox in Q1 2024 and held it in 2 quarters.
  • Cetera Investment Advisers's Wallbox position peaked at $16.2K in Q1 2024.
  • 31 funds tracked by Wall St. Rank held Wallbox as of Q3 2024.

Based on Cetera Investment Advisers's 13F filing for Q3 2024, filed 13 Nov 2024.