CW
WBX

Connectus Wealth’s Wallbox WBX Stock Holding History

Connectus Wealth’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 		$28.9K Hold
1,018
– – ﹤0.01% 374
2023
Q4 		$35.6K Hold
1,018
– – ﹤0.01% 486
2023
Q3 		$45.8K Buy
+1,018
New +$66.4K ﹤0.01% 472

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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Connectus Wealth's WBX Position: Q1 2024 in Review

Connectus Wealth held its Wallbox (WBX) position steady in Q1 2024 at 1,018 shares worth $28.9K. The position accounts for ﹤0.01% of the portfolio, ranked #374.

Connectus Wealth first reported a position in WBX in Q3 2023 and has held it in 3 quarters since. The position peaked at $45.8K in Q3 2023. 42 funds tracked by Wall St. Rank hold WBX as of Q1 2024.

  • Connectus Wealth held 1,018 shares of Wallbox worth $28.9K as of Q1 2024.
  • Connectus Wealth left its Wallbox share count unchanged in Q1 2024.
  • Wallbox made up ﹤0.01% of Connectus Wealth's portfolio in Q1 2024, its #374 holding.
  • Connectus Wealth first reported a position in Wallbox in Q3 2023 and has held it in 3 quarters since.
  • Connectus Wealth's Wallbox position peaked at $45.8K in Q3 2023.
  • 42 funds tracked by Wall St. Rank held Wallbox as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.