Commonwealth Equity Services’s Wallbox WBX Stock Holding History

Commonwealth Equity Services’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	–	Sell	-885	Closed	-$40K	–	4028
2023 Q3	$40K	Hold	885	–	–	﹤0.01%	3677
2023 Q2	$63K	Hold	885	–	–	﹤0.01%	3635
2023 Q1	$86	Sell	885 -100	-10%	-$9.98K	﹤0.01%	3515
2022 Q4	$70K	Buy	+985	New	+$112K	﹤0.01%	3473

Other funds holding WBX

Norges Bank Oslo, Norway $935B AUM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

ACJ

Autonomy Capital (Jersey) St. Helier, Jersey $54.8M AUM 37.27% 1-Year Est. Return

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

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

Commonwealth Equity Services's WBX Position: Q4 2023 in Review

Commonwealth Equity Services sold out of Wallbox (WBX) in Q4 2023, closing a stake of 885 shares — an estimated $40K sold.

Commonwealth Equity Services first reported a position in WBX in Q4 2022 and held it in 4 quarters. The position peaked at $70K in Q4 2022. 47 funds tracked by Wall St. Rank hold WBX as of Q4 2023.

Commonwealth Equity Services reported no remaining Wallbox position as of Q4 2023 after selling out during the quarter.
Commonwealth Equity Services sold 885 Wallbox shares in Q4 2023, an estimated $40K.
Commonwealth Equity Services first reported a position in Wallbox in Q4 2022 and held it in 4 quarters.
Commonwealth Equity Services's Wallbox position peaked at $70K in Q4 2022.
47 funds tracked by Wall St. Rank held Wallbox as of Q4 2023.

Based on Commonwealth Equity Services's 13F filing for Q4 2023, filed 6 Feb 2024.